187. The war has put petrol on the inflation fire – it’s hard to see when it will come under control

Darius McDermott and Juliet Schooling Latter return to discuss what has been both a busy and challenging start to 2022 for investors. They talk about how Russia’s invasion of Ukraine - coupled with the sharp rise in inflation – has created a difficult financial market for investors to navigate. They also discuss the sectors which have flourished and struggled in these unique times. The pair also look at the challenges facing open-ended property funds and whether the sector has a long-term future.
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Three months in and 2022 has already been a very challenging year for financial markets. In this podcast, Juliet Schooling Latter and Darius McDermott discuss the impact of Russia’s invasion of Ukraine for investors in the region and the wider geopolitical threat to global markets. They also talk about the threat of rising inflation and which sectors have performed or struggled in this environment. The pair also discuss recent events in the open-ended property market and whether these vehicles can continue to be viable in the future.

What’s covered in this episode:

  • The impact of Russia’s invasion of Ukraine on retail investors
  • Why the invasion raises huge geopolitical concerns and how the market tends to react
  • How rising inflation has surprised central banks and the impact it is having on energy and food prices
  • How the war has put petrol on the inflation fire and why it’s difficult to see when it will come under control
  • The strong performance of both commodities and Latin American funds in an inflationary environment
  • China’s struggles due to its zero-tolerance attitude to Covid-19 and its stance with Russia
  • How the headwinds facing growth investing have really hit European smaller companies and technology funds.
  • How the mis-match of liquidity and open-ended vehicles probably signals the final knockings for open-ended property funds
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