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As you may have gathered from the financial press – it continues to be a very challenging year for investors navigating inflation, interest rates, residual effects of COVID and the war in Ukraine.  

 It is also important to note that given the multitude of different factors at play, it can be difficult to see where/how/when this period will end. When it comes to the war in the Ukraine, its impact on food prices and supply, will not pass quickly. However, we are starting to see glimpses of inflation decelerating note that many of our indicators are suggesting that we lie at the lower end of the cycle.  

 We are also seeing large market buyers entering in the market tentatively, tempted by the discounted levels. It is also natural that following a period of market decline, we get the subsequent recovery.   

Many of our fear indicators and institutional money flow indicators point to a recovery, although there are never any guarantees.  

I understand that these are worrying times, it can seem like an endless cycle but these times do pass, and indeed this will too.