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There has been a tremendous shake up for equity markets in the first two months of 2022 - with inflation spiking in the UK, Europe and the United States forcing central banks to make a hawkish policy pivot. Interest rate rises are happening sooner and closer together than was expected a few months ago and that has played havoc with how investors value shares.
Unfortunately the ongoing crisis in Ukraine and geo-political tensions isn’t helping matters. Escalation to full blown regional war and sanctions on energy-rich Russia will only exacerbate global supply-chain issues that have contributed to the inflationary situation.