The information in these articles are current as at 10 October 2022.
Welcome to the October 2022 Investment news.
The quarter got off to a great start with markets rebounding in July and early August following the weak June quarter for most asset classes. This relief rally lost steam by mid-August as central bank rhetoric doubled down on the intention to rein in inflation at the expense of economic growth.
This combined with energy disruptions in Europe, a slowing China under a “zero COVID” policy and the insanity of UK politics, saw investment markets under siege in the second half of the quarter.
Below is a selection of articles from Pitcher Partners Investment Services (a separate business based in Melbourne). Pitcher Partners Melbourne provides us with economic and investment insight through its research team. We hope that you find these articles of interest.
Should you have any questions, please contact one of our Perth Strategic Wealth Advisers whose details are below.
Pitcher Partners Wealth WA would also like to take this opportunity to announce Leanne Martinez has joined the business. Leanne brings over 15 years of experience in financial services to our growing advisory team. Leanne adds further depth with strengths in the development of strategic advice with an aim to provide wealth creation solutions across all dimensions of family wealth.
Investment markets in review – Q3
Despite a positive start to the quarter, many global equity and bond markets closed Q3 in negative territory. Many central banks including the Federal Reserve and the RBA lifted interest rates aggressively over the period, signalling further rate hikes to combat stubborn inflationary pressures, which remained at multi-decade highs – dashing many investor hopes of having already reached ‘peak inflation’.
The bifurcation of office markets
There has been much written, and the debate continues on the long-term impact of the working from home (WFH) phenomenon. However, the office market is also experiencing another force of structural change that is leading to a two-tier market.
Navigating the global Supply chain bottlenecks
The advent of the Covid-19 pandemic highlighted a major fragility in global supply chains, with scarcity of key products like personal protective equipment, such as facemasks and gloves, and basic amenities such as toilet paper became hard to source.