After recent declines, 2022 is beginning to feel like a bear market in everything. We've seen falls in bonds, corporate, government and high yield, in exotic assets like cryptocurrencies, and when you adjust for the dollar, even in gold.
Such simultaneous cross-asset declines are relatively unusual, and in this case have been triggered by three events: sharply rising interest rates, soaring inflation and weakening growth around the world.
Join Guy Monson as he explores how best to manage your portfolio, and as excess liquidity must find a home, which assets might rally first.