After months of poor performances during the first half of the year, the story for the third quarter of 2022 looks very different as July showed a strong recovery, particularly for equities. Richard Flax, Chief Investment Officer at Moneyfarm, explains it all.
00:09 - 00:43 : Global equities returned around 7% in July, their strongest performance since 2020
00:44 - 01:20 : Is it the start of a new positive trend in markets or is it just short term volatility?
01:21 - 02:17 : Fears of recession, but the labour market remains stable
02:18 - 03:24 : A look on listed companies' performance: reason for optimism
03:25 - 03:48 : Central banks to raise interest rates to bring inflation down
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