Outlook roundup: What is worrying managers in H2

Growing concerns around stagflation

clock • 6 min read
Round up of Q3 and H2 outlooks

Round up of Q3 and H2 outlooks

The first half of the year in markets has been driven by war in Ukraine, inflation, central bank policies and volatility. The second half promises much the same, with additional risks of a recession and stagflation environment.

Rounding up the outlooks for the next quarter and half of the year, a large range factors appeared across the predictions of fund managers and analysts. The war in Ukraine is one factor everyone is keen to see a quick resolution to, more for the safety of human life rather than ending the macroeconomic factors. SIF on demand: Jonathon Porritt on the climate emergency The conflict has had a widespread market impact, contributing to a rise in energy prices and squeezed supply chains that were already under pressure from Covid-19. A recent survey from Natixis Investment Management ...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Economics

Josh Mayne, Lowes Financial Management

Structured products in Q2: Positive returns in volatile market

Q2 2022 maturity results

Josh Mayne
clock 09 August 2022 • 2 min read
Ritu Vohora, T. Rowe Price

Ritu Vohora: Bear market rally or a bullish inflection?

Pain for equities

Ritu Vohora
clock 08 August 2022 • 5 min read
European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read