Jamie Constable, Markets Strategist at Singer Capital Markets, provides a global outlook on equity markets in his mid-year report.
In this edition, Jamie examines equity market conditions throughout the UK, Europe, US and Asia, looking at the effects of inflation, the impact of the Russian invasion of Ukraine, rising interest rates as well as an insight into what could drive the start of the recovery for small and mid-cap equities.
“We wrote at the end of 2021 that the forthcoming ‘End to Free Money’ could drive a repositioning for financial markets and that we could be witnessing a seminal change for markets. That has certainly proven to be the case! There will be many books written on this period of economic and financial change after, what we would argue, were too many years of the afore mentioned ‘free money’.”
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