Investment strategy for May 2022
#Podcast — 11.05.2022

INVESTMENT STRATEGY FOR MAY 2022

Edmund Shing, Global Chief Investment Officer

In today’s podcast, Edmund Shing unveils his monthly investment strategy.

  • Growth slows on energy costs
  • Inflation has (likely) peaked
  • Bonds become attractive
  • Still neutral on equities
  • Copper and natural gas breakouts underline the commodity supercycle