Risk Managed Strategy Funds

Columbia Threadneedle: More Stormy Weather?

August 11, 2022

Markets have struggled and we’re flirting with recession. How should investors position for the future?

  • We don’t expect the slowdown in economies to result in a deep global recession.
  • A repeat of the big increases in bond yields we saw in the first half of the year is unlikely. In this environment, higher quality credit is more attractive.
  • Despite increasing pressures on profitability, we’re constructive around equities as we go into the second half of 2022. However, being very selective is key given the uncertainty around recession.

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Source: https://www.columbiathreadneedleus.com/blog/more-stormy-weather-watch-our-2h-2022-investment-forecast