Making Waves: Episode 1 - 2023 Investment Outlook
In this first podcast we’ll be discussing our 2023 Investment Outlook …
2022 will rank as one of the most turbulent years for markets since the Global Financial Crisis of 2008 with the main drivers – February 24th and Putin’s invasion of Ukraine coming at a time when the world was seeking to emerge from the global pandemic, bringing significant human, economic and financial dislocation across the globe. We saw soaring energy and food prices, record-breaking inflation not seen since the 80’s, multiple stock sell-offs, with the technology sector leading declines, significant and aggressive rate tightening from central banks, a bear market and, in the UK, the most extraordinary events following the Truss/Kwarteng mini-budget and the implosion of UK financial markets and forced intervention of the Bank of England.
At Seaspray, for 2023 we believe peak inflation and peak policy will provide us with an investment backdrop ripe with opportunity, and we feel that asset prices will fare better over the course of the year as markets have already priced in the lagging impact of rate rises.
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