Two volatile months into 2022 and already investment themes are indicating that markets will have some new factors to focus on over the coming months, very different to what we have seen for roughly two years. Covid is now in the rear-view mirror, significant geopolitical tensions are back in the forefront of investors’ minds, and monetary policy is in for a major and long-overdue shift. In spite of these changes, we believe equities are likely to rebound from their recent pullback and work their way higher over the course of this year. Throughout this latest Investment Update we will look to explain our house views and the reasoning for our cautiously optimistic thinking as we move through Q1 2022.
Read the full article below or download link hereSeaspray Private Monthly Update ( Feb 2022)
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