Podcasts

Hymans Robertson On... Episode 66

Investment - 2022 Mid-year market update

19 Jul 2022

Overview

In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our Investment series and is joined by Chris Arcari, Head of Capital Markets Research, and Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management. 

During the episode, we have a quick round-up of market events from the first half of the year, a discussion on the outlook for the rest of 2022 and beyond, and a debate on whether the “balanced” portfolio is about to make a comeback.

If you have any questions on anything discussed in this podcast, please get in touch.

Disclaimer

This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 06 July 2022. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. 

Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance. 

Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.

Key Topics
  • Introduction : (00:51)
  • Market events H1 2022 : (01:49)
  • Economic growth: late cycle or new regime? : (05:39)
  • Outlook for bonds : (15:00)
  • Outlook for equities and UK property : (25:33)
  • Implications for institutional asset allocations : (34:16)
  • “What do you know now?” quiz : (39:09)
  • Summary and wrap up : (43:41)

Speakers

Ben Farmer

by Ben Farmer
Senior Investment Consultant

Chris Arcari

by Chris Arcari
Head of Capital Markets