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Markets continued to demonstrate resilience despite problems in China
Markets continued to demonstrate resilience last week despite an accumulation of problems in China which threatened to undermine sentiment. Along the way, investors were cheered by European business activity surveys that were significantly better than expected, leading to comments by some optimistic investment strategists that any recession is likely to be relatively shallow. This view may be coloured by the 20% rebound in markets from their recent lows, however, and a cohort of dismal economists were quick to emphasise that business activity is still shrinking. Though inflation appears to have peaked in the US, and is expected to have already peaked in Europe, it’s too early to say that consumers will start to spend again. For a start, they may not have the financial resources: higher living expenses, even if they are rising at a less rapid rate, are still negative for economic growth. Given our meagre experience of inflation over the past few decades, it’s difficult to say how much consumers have already been impacted by inflation and how much of that impact is still to be reflected in their behaviour...
Stocks featured:
Ant Group, Apple, Manchester United and Walt Disney
To find out more about the investment management services offered by Walker Crips, please visit our website:
https://www.walkercrips.co.uk/
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.
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By Walker Crips Investment Management Limited
5
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Markets continued to demonstrate resilience last week despite an accumulation of problems in China which threatened to undermine sentiment. Along the way, investors were cheered by European business activity surveys that were significantly better than expected, leading to comments by some optimistic investment strategists that any recession is likely to be relatively shallow. This view may be coloured by the 20% rebound in markets from their recent lows, however, and a cohort of dismal economists were quick to emphasise that business activity is still shrinking. Though inflation appears to have peaked in the US, and is expected to have already peaked in Europe, it’s too early to say that consumers will start to spend again. For a start, they may not have the financial resources: higher living expenses, even if they are rising at a less rapid rate, are still negative for economic growth. Given our meagre experience of inflation over the past few decades, it’s difficult to say how much consumers have already been impacted by inflation and how much of that impact is still to be reflected in their behaviour...
Stocks featured:
Ant Group, Apple, Manchester United and Walt Disney
To find out more about the investment management services offered by Walker Crips, please visit our website:
https://www.walkercrips.co.uk/
This podcast is intended to be Walker Crips Investment Management’s own commentary on markets. It is not investment research and should not be construed as an offer or solicitation to buy, sell or trade in any of the investments, sectors or asset classes mentioned. The value of any investment and the income arising from it is not guaranteed and can fall as well as rise, so that you may not get back the amount you originally invested. Past performance is not a reliable indicator of future results. Movements in exchange rates can have an adverse effect on the value, price or income of any non-sterling denominated investment. Nothing in this podcast constitutes advice to undertake a transaction, and if you require professional advice you should contact your financial adviser or your usual contact at Walker Crips. Walker Crips Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.
Hosted on Acast. See acast.com/privacy for more information.