ILIM end of quarter reflection

At the start of 2022, ILIM reported that equity markets had ended the previous year strongly and were hitting new highs in early January. Easing concerns on the impact of Omicron and a firm economic backdrop were the key drivers.

However, as the quarter progressed investors were faced with new challenges around the unfolding crisis in the Ukraine, stubbornly high inflation and a tougher stance adopted by the US Federal Reserve to rein in inflation expectations.

Here, ILIM presents its reflections on the implications of this new investment landscape for investors and how it has responded in its portfolios.