Global Equity Market and Investment Briefing - 24 August 2022
Mark Phelps—CIO Concentrated Global Growth
About this talk
While equity markets have recovered since July, the mood is feeling more bearish lately. In this video, Mark Phelps - CIO Concentrated Global Growth - says the market is still trying to figure out whether slowing growth is good news -because it could allow central banks to moderate interest rate hikes—or bad news for corporate profits.
Negative surprises could push markets back to lows seen in June. Investors should think about how they want to position portfolios for the next 12 to 18 months and capitalize on potential market weakness to adjust accordingly.