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GDIM Investment Market Review & Outlook | October 2022

Recent turbulence in stock and bond markets has exacerbated the drops we have seen in most markets this year and the shock falls in sterling have not helped the mood domestically.  There have also been no real hiding places this year as stocks, bonds, gold and cash all deteriorated in absolute or real terms.

Looking at stock markets, most major indices have fallen heavily from their recent peaks, especially beyond the FTSE 100:

Index % Drop from peak
FTSE 100 (UK Large co’s) -9.67%
FTSE 250 (UK Mid-Cap co’s) -28.50%
S&P 500 (US Large co’s) -22.72%
NASDAQ (US Technology-heavy index) -29.76%
DAX (Germany) -23.52%
CAC (France) -19.60%
Hang Seng (Hong Kong) -47.54%

The UK’s FTSE 100 has benefitted from holding a large number of international companies, especially in energy and financials, which have performed well this year.

In this issue of our quarterly Investment Market Review & Outlook we look at some of the recent events, their effect on investment markets and what might come next.

Here at Gibbs Denley we are proud to announce that Gibbs Denley Investment Management won ‘Best Small Firm’ at the recent CityWire Wealth Management awards, for the second year in a row.