The Tilney Investment Outlook - Apr 2022

Markets look beyond the conflict in Ukraine

Published: 05 Apr 2022 Updated: 13 Jun 2022

This monthly commentary gives a roundup of global markets and trends.

In this edition:

  • Stock markets have now moved above the pre-invasion levels, as hopes for a ceasefire between Russia and Ukraine have grown
  • However, Russian sanctions and commodity market volatility continue to prove disruptive for the global economy. Nickel and wheat, for example, have seen troubling price spikes as supply has squeezed
  • Equities rallied after the US Federal Reserve and Bank of England raised interest rates in March and guided markets to expect more rises through the rest of 2022
  • Despite significant challenges, our base case remains that the global economy should still see solid growth in the year ahead

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This article was previously published on Tilney prior to the launch of Evelyn Partners.