200. The day when investors will once again clap, cheer and whoop

Juliet Schooling Latter and Darius McDermott return to discuss the first six months of 2022 in this, our 200th episode. They explain what a bear market is and discuss how long this one could last. They also touch on the more recent performance of early 2022 leaders – commodities and Latin American equities – and why they have lost some of their shine, as well debating whether the Chinese stock market has already reached its lows. They also explain why inflation-linked bonds have performed so badly.

As we reach the half-way point of 2022, financial markets are looking no better than before. In fact, things seem to have got worse as inflation has pushed higher. In this podcast, Juliet Schooling Latter and Darius McDermott discuss the impact of inflation, the possibility of a recession and how to invest in this difficult environment. They review the winners and losers of the past six months and discuss whether the volatility we have experienced so far this year will continue.

What’s covered in this episode:

  • What is a bear market?
  • How long could this bear market last?
  • Why commodities and Latin American equities have given up some of their gains
  • Whether the Chinese stock market has bottomed
  • Why UK index-linked gilts have fallen so much this year
  • If inflation is here to stay
  • If we are repeating the 1970s
  • How close the UK economy is to a recession
  • How to invest in this environment
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