2022 saw the S&P 500’s worst start to the financial year since 1970 and those hoping Q3 would offer some respite were sorely disappointed. Thanks to, amongst others, skyrocketing inflation, the Russia/Ukraine war and the tightening of Fed policies.  

Estimates of economic growth have also been declining in recent weeks as inflation remains high and economic indicators, including consumer spending and confidence, and the property market have all declined. Furthermore, debates around anti-ESG investing have accelerated as wealth managers and markets alike aim to navigate the murky waters of the investor landscape.  

This latest Quarterly Trends Report examines four key trends, providing financial marketers with a comprehensive outline and key considerations as we head towards the end of the year.  

Key trends:

  • Anti-ESG Movement

  • Gauging clients' ESG appetites

  • Incoming SEC marketing rule

  • Rise of alternatives

Access the Q3 trends report 

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