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Investment Review

Investment Review July 2022

Author: Heino Hoch
Date: June 2022

A wide array of investments

The impact of geopolitical conflict can be mitigated with a well-diversified portfolio. Unlike in previous wars, bonds have not proved helpful in recent months. The dispute with Russia over its critical commodities is driving up energy prices, while the ultra-expansionary monetary policy of recent years was already pushing up prices even before the war began. This is why the central banks are having to raise interest rates, which has had a detrimental effect on bond prices. But after heavy losses for stock and bonds alike, the medium term outlook for both asset classes is not bad.

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