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. 

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

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.