Portfolio Review: October 2022

It has been another tough quarter as the summer rebound gave way to further selling, leaving the market indices and my portfolio currently near their lows for the year. This is unsurprising given the macro outlook. Even as the economy is showing signs of weakening, there is little sign of inflation dissipating yet and most central banks are rapidly tightening interest rates. The inauspicious launch of Trussonomics has added to the general turbulence, causing UK interest rates to rise and causing some concern for mortgagors like me.

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