Investment Insights (Q3 2022)

For investors, the second quarter of 2022 saw a continued mix of difficult macro-economic and geopolitical conditions led by persistently high inflation, the tragic Russia-Ukraine war, ongoing supply chain disruptions, an accelerated pace of monetary policy tightening by major global central banks led by the US Fed, and concerns over slowing economic growth. As a result, most investment assets have experienced negative returns during the quarter. 

Mercer’s Investment Consultant, Ray Fagan shares insights from Mercer’s global network of investment experts covering:

• The impact of rising inflation for New Zealand investors in the short and long term

• How bonds are being impacted in this unusual market

• Sectors that have been performing well