CLAM Asset Management Quarterly Market Update Q1 2022

Asset Management Quarterly Market Update - Q1 2022

Quarterly Market Update from Craig Rippe, Head of Multi-Asset, Jordan Sriharan, Fund Manager and Andrew Morris, Product Specialist at Canada Life Asset Management

"When the facts change, I change my mind”  
attributed to economist John Maynard Keynes

Date: Tuesday 26th April 2022
CPD 35 mins (unstructured)

On the agenda:

What facts have changed?

  • Potential start of another Cold War?

  • Worsened dramatically : Energy and metals, inflation outlook, as well as food inflation

What is the market response?

  • Bond yields have risen fiercely – where next?

  • The yield curve has inverted – do we see a recession?

  • Equities seem oblivious – is that right?

  • Reminder – what do markets do after rate rises?

  • Our current view on attractive and unattractive markets

  • Fund update : LF Canlife Multi-Asset Portfolio Fund range