By: Graham Wainer
The rebound in consumer activity since the lockdowns of winter 2020/21 has been dramatic, driving impressive company earnings growth. In turn, global equities have registered another year of double-digit returns, led by the US. Government bond yields have risen from near historic lows twelve months ago while select credit and long / short managers have navigated the markets reasonably well.
We cover our investment views and portfolio strategy by addressing five critical questions frequently asked by our clients:
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