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Investors entered 2022 hoping it would be a year of ‘normalisation’, however the path to recovery has been challenged by Russia’s invasion of Ukraine. Moreover, the additional inflationary shocks generated by the ongoing war have increased the risks of an economic downturn.
We are now at an inflection point in history: the world is going to change in ways that are difficult to predict, and this creates further complexity.
In this Midyear Market Outlook, our experts share insights on four key themes shaping global markets, and provide perspectives on how investors can prepare for what’s ahead.