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Investment Update

Q2 2022
12 Apr 2022

In our latest investment update, our Investment team analyse what has been an eventful three months, which has seen Putin's tragic invasion of Ukraine, soaring inflation and rising interest rates. Terence Moll, Head of Investment Strategy and ESG, analyses how markets have previously responded to wars, while Ben Kumar, Senior Investment Strategist, reminds investors why they must not allow their emotions to takeover when making investment decisions, despite the troubling images and headlines seen in the media - Keep calm and carry on!

When Prime Minister Harold Macmillan described the greatest challenge facing decision makers as “events, dear boy, events”, he can’t have imagined that all the events would arrive at once.

Martyn Surguy, Chief Investment Officer

To read more about our views on the current environment and the changes that we are making to portfolios from Terence, Ben and the team, please see below for our latest investment update.

Resources
Investment Update
If you’d like to download a copy of the investment update to read elsewhere, or to send to your clients, you can do so by clicking on the link below.
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Meet the authors

Image of Martyn Surguy, Chief Investment Officer
Martyn Surguy
Chief Investment Officer
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Image of Terence Moll, Head of Investment Strategy
Terence Moll
Head of Investment Strategy and ESG
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Image of Uwe Ketelsen, Head of Portfolio Management
Uwe Ketelsen
Head of Portfolio Management
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Image of Ben Kumar, Senior Investment Strategist
Ben Kumar
Senior Investment Strategist
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