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2nd Quarter 2022: Investment Ideas

Just as we thought the pandemic was behind us, the first quarter of 2022 has brought even more uncertainty than expected. Continuously rising inflation in the US and Europe, the FED’s interest rate hike and Russia’s invasion of Ukraine, has caused increased volatility in the financial markets. Investors are reassessing risks and are consequently adjusting their portfolios to potential new outcomes. In a multi-asset portfolio context, we call this “rebalancing the investment strategy”. How should investors assemble a well-diversified selection of actively managed and relevant investment strategies for this new environment?
Learn more about our top 5 investment ideas selected for the upcoming quarter.
  
  
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Performance of Q1 2022 FAB Five Funds 
JSS Sustainable Equity – Green Planet (P EUR dist)
-11.5%
JSS Sustainable Bond – Global Financials (P USD acc)
-7.92%
JSS Sustainable Bond – Global High Yield (P USD acc)
-4.80%
JSS Equity – All China (P USD acc)
-16.71%
JSS Alternative Lending Fund (P USD acc)
+0.72%
Q1 2022 net performance shown, as of 28.02.2022
Past performance is no indicator of current or future returns. Performance shown is net of fees. Performance shown for the period for which the funds were selected as the FAB Five. Source: Bank J. Safra Sarasin Ltd