Welcome to our quarterly investment overview
The journey of inflation and interest rates has undoubtedly been prolonged and in many ways, the graph of the FTSE 100 over the last six months is a window to the uncertainty which has been prevalent. At the start of this week, we experienced a mini bounce with the European markets posting their biggest one-day rise for eleven months on improved sentiment about US interest rates. In the UK, the governor of the Bank of England (BoE) stated that we have only seen approximately one-third of the impact of elevated interest rates meaning the majority is yet to be seen. A confusing picture for sure, but there are signs of improving sentiment.
This week’s agenda:
- Turmoil in markets
- European markets post their biggest rise for eleven months
- US markets boosted
- What did David Smith say?
- LGT Wealth’s views
- China optimism
- Legal and General Investment Management views
- Vanguard’s views
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Please Note: This communication should not be read as giving specific advice regarding your personal circumstances. This would only be given following detailed assessment of your individual needs. The value of investments may fall as well as rise; you may get back less than invested. Past performance is not necessarily a guide to future returns.