Market Insights2020-12-21T15:27:59+00:00

Market Insights

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Each month our investment team provides a summary of stock markets around the world. We analyze what has happened, what we think will happen, and how best to position portfolios for their optimum risk-adjusted return.

World Market Review December 2021

December 14th, 2021|

Markets dropped sharply towards the end of November, as the emergence of the Omicron variant spooked investors. There were echoes of March 2020 in the sector dispersion, with cyclical sectors like oil and airlines plunging double digits, while sectors like technology and healthcare held up stronger. While sharp, the moves need to be kept in context; the S&P 500

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