Welcome to Hymans Robertson's February 2023 edition of Investment Perspectives. Since their last issue, markets have had an unusually challenging few months. Even the most risk-averse investor couldn’t have avoided the effects of the UK government’s mini-budget, which caused unprecedented volatility in bond markets and pushed up yields. Meanwhile, rising inflation continued to feed into a cost-of-living crisis that affects us all. So, it’s been a tumultuous time, to say the least. Nevertheless, the return of relative political stability in the UK, helped by hopes that inflation has peaked, gives Hymans cause for optimism.

Date of publication: February 2023

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