FundCalibre Elite Radar: CT European Select

CT European Select

It is almost an impossible job to make sense of the macroeconomic backdrop at the moment.

Has inflation peaked? Is it sticky? Are we set for a second wave? I would argue these are all imponderables both at a global and regional level in this climate. Take Europe as an example - it feels like we spent most of 2022 waiting for the region to enter a deep recession on the back of sharp energy price rises following Russia's invasion of Ukraine. FundCalibre Elite Radar: Artemis Target Return Bond But the market has rebounded since mid-October with hopes inflation may have peaked and energy prices moderating. The hope is that if there is a recession, it might be a lot sh...