2022 has been an interesting year with significant market and geopolitical disruption. In many ways, this was the year that the old world returned and the previous paradigm of globalised trade, restrained major power competition, low interest rates, and low inflation was overturned.
Investors have grown accustomed to low inflation, low geopolitical unrest, and low interest rates over the last 40 years. As these presumptions have been disproved and Central Banks have been compelled to respond, financial markets have reacted with volatility.
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