Wealth Matters, Q1 2023: What to do in a sticky situation?

In our latest edition of Wealth Matters, Joe Prendergast, Global Strategic Advisor, asks: what to do in a sticky situation?

“Any easing of underlying inflation back to central bank targets may take longer than currently expected by markets.  Consequently, central banks are likely to keep interest rates at higher levels for longer. This sticky scenario poses a difficult backdrop for financial markets, as higher than expected inflation and interest rates usually mean poor rewards for risk assets. Investors need to consider this outlook carefully, as it has meaningful impact for strategy” he explains.

Other highlights in this edition:

  • We take a close look at the changes introduced in the Finance Act 2022, which have opened up a significant opportunity for an employer to be able to make pension contributions on behalf of an employee or director.
  • Chief Investment Officer, Bernard Swords gives his view on the nature of supply and demand and why in some ways inflation should be welcomed.
  • Economist, Shaun McDonnell gives a detailed explanation of the likely course of inflation in the coming months and years.

For a comprehensive picture of our views, read the full report below or click here  to view the report in your browser.

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