Investment Insights February 2022

2021 was another year of uncertainty and ups and downs for investors and the markets.  However, the year finished with a relatively strong fourth quarter recovering some of the losses incurred at the beginning of the year.

2022 kicked off with some volatility in the financial markets, strained by the emergence of the Omicron variant. On the northern hemisphere, Russian geopolitical concerns continue to rise with fears of a Russian invasion into Ukraine. The US deployed over 3,000 military personnel into Poland, Germany and Romania as a show of support to NATO allies.

Mercer’s Investment Consultant, John Hepburn shares insights from Mercer’s global network of investment experts covering:

• A roundup of the local and global markets over the final quarter of 2021
• The impact of Omicron and other potential future strains on Kiwi investors
• The impact of rising interest rates and inflation
• Themes we are likely to see in 2022

New Zealand Defence Force Savings Schemes offer you the choice of seven different investment options. If you’re not sure if your investment option is right for you, take our risk quiz and/or call NZDF’s appointed financial advisers, Milestone Direct Limited, on 0508 MILESTONE (0508 645 378), or email them at info@milestonedirect.co.nz.

Mercer’s team of experts based in 40 countries around the globe, including New Zealand, monitor global and local events and bring you the latest updates.  We also produce an investment report each month covering the NZDF Savings Schemes, which includes returns for each of the seven funds in each scheme.