Outlook roundup: What is worrying managers in H2

Growing concerns around stagflation

The first half of the year in markets has been driven by war in Ukraine, inflation, central bank policies and volatility. The second half promises much the same, with additional risks of a recession and stagflation environment.

Rounding up the outlooks for the next quarter and half of the year, a large range factors appeared across the predictions of fund managers and analysts. The war in Ukraine is one factor everyone is keen to see a quick resolution to, more for the safety of human life rather than ending the macroeconomic factors. SIF on demand: Jonathon Porritt on the climate emergency The conflict has had a widespread market impact, contributing to a rise in energy prices and squeezed supply chains that were already under pressure from Covid-19. A recent survey from Natixis Investment Management ...