Seaspray Private’s 2022 Half-Year Investment Review & Outlook highlights key developments in global markets during the first six months of a turbulent year. This review examines the challenges posed by economic uncertainty, rising inflation, and shifting monetary policies, while identifying areas of resilience and opportunity. As we navigate the remainder of 2022, our team remains dedicated to providing strategic insights to help clients adapt and thrive in this dynamic investment landscape.
2022 Half-Year Investment Review & Outlook
Markets faced an extremely challenging first half of the year. Equities experienced their worst opening six months in over fifty years. Bonds saw their steepest drawdown in a century. Two key drivers of these struggles were slowing economic growth and persistently high inflation.
Three shocks have unexpectedly impacted global growth this year. The war in Ukraine caused inflationary pressure on energy and food prices worldwide. China’s uneven economic reopening and closures under its zero-COVID policy added further strain. Central banks tightened policies more aggressively than expected, aiming to control inflation.
Bear markets can feel daunting for investors. Seaspray believes that much of the negative news is already priced into markets. This sets the stage for potential recovery in H2 2022 and into 2023. Buying opportunities are emerging across several sectors as prices stabilize.
Heading into H2 2022, equities appear oversold from a long-term perspective. Seaspray will explore this view and provide detailed insights in its latest market update.
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