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Edison Insight July 2022 Edition

Edison has c 400 companies under coverage, of which 110 are profiled in this edition. In this month’s strategy piece Alastair George believes that the risks for 2022 are now clearly visible and as a result less dangerous. Monetary policy remains on a tightening track, inflationary pressure is ubiquitous, and growth is slowing sharply in the US and Europe. Therefore, the potential for negative ‘surprises’ is diminishing. A very rapid reduction in global equity valuations this year is encouraging and underpins Edison Group’s neutral view on equities.

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