Insights from the Industry (09) – Square Mile Financial Podcast

In the final quarter of 2021, we saw US equities dominate markets, value continue to outperform and more muted portfolio activity from some of the fund managers we speak with, whilst inflation remained a hot topic and concerns around the omicron variant persisted. In this episode, Square Mile’s research team share insight on what they heard from fund managers over the last quarter of the year, highlighting the key narratives driving portfolio positioning and what investors may need to consider for 2022.

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The information within this article is for information purposes only and does not constitute investment advice. They represent the opinions of the fund manager and those of Square Mile. It does not contain all of the information which as an investor may require in order to make an investment decision. Any reference to shares/investments is not a recommendation to buy or sell. If you are unsure, you should seek professional independent financial advice.

Past performance is not a guide to future performance. The value of any investment and any income from it is not guaranteed and can fluctuate depending on investment performance and other factors. you could get back less than you invested.

Some investments, e.g. property, may be difficult to sell and will be subject to market conditions at that time. Their value is the opinion of an independent valuer.

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