This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
2022 has been another challenging year for investors. There has been a surge in volatility across markets stemming from a number of challenging narratives, ranging from inflation to war to zero Covid. One outcome of this is that there have been big falls in valuations in a number of asset classes. In such difficult times, it is easy for investors to focus on short-term issues and look for immediate fixes, but this can often lead to them losing sight of the long-term trends which are likely to have ongoing structural drivers. We think there are plenty of reasons to be optimistic this Christmas, with positive stories developing in the likes of technology, renewable energy and emerging markets.
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