Economic and Market Commentary Sept 2022

September Quarter 2022 by My Fiduciary

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Main points:

  • Equity markets were mixed but bonds fell heavily.
  • Currency markets had significant moves.
  • Timing markets is difficult, but cash yields are becoming meaningful again. 
  • Unhedged exposures performed relatively well. 
  • NZ and Australian equity markets were resilient.
  • Fixed income returns were poor again.
  • Alternative asset classes have added substantial value to portfolio returns.