Investment outlook third quarter 2022
The first six months of this year were the worst half year for financial markets since 1970. With rising interest rates, bonds offer virtually no cushioning for the decline in the stock market. Markets remain captivated by high inflation, energy prices and interest rate hikes. We will address these points and share two scenarios.
Investment outlook second quarter 2022
An investment outlook should not be a retrospective. Financial markets look ahead. Nevertheless, given the volatile first quarter, this time we look back to see how expectations developed over the last three months. We evaluate three market movements.
Investment outlook first quarter 2022
Prolonged low interest rates and a recovery in business activity over 2021 supported significant returns in equities, while fixed income experienced limited losses. World equity indices and 10-year Netherlands government bonds returned respectively +29% and -2% in euros. Laaken achieved historically high outperformance in its Defensive, Balanced and Offensive portfolios versus the benchmark. Hence, a pressing question arises: What is next?