2022 THG Market Update: Inflation and Interest Rate | Where to Next?

On the agenda:

• An update on global equity markets
  • What’s going on in the global equity markets?
• An update on the inflation and interest rate rises, and what to look out for
  • What’s happening in the macroeconomic environment at present?
  • What are we currently monitoring?
• Are equity markets cheap?
  • What’s the current valuation of both domestic and international share markets?
  • How far are they from their respective long-term averages?
• What is happening to company profits and why is it important?
  • Have company earnings factored in what’s going on in the market and interest rates?
  • What signals to look out for?
• Current investment portfolio strategy and positioning