New realities, global challenges and growing opportunities
In the latest From the desk of, Ashley Misquitta reviews the key market events impacting 2021 and beyond. Here are the highlights:
- The global economy was struck by shortages of raw materials, putting additional strain on the global supply chain. As a result, manufacturing struggled to keep up with escalating demand as consumers came out of COVID-19 lockdowns sought more products than services.
- Value-oriented stocks rebounded and outperformed growth; however, growth recovered sharply in the second half of the year. As disciplined investors, we sought to capitalize on this market environment.
- As the rapidly evolving market challenges and trends of 2021 have shown us, we should indeed be expecting the unexpected in 2022
Read more to find out the Investment Team’s outlook and how the funds are positioned going forward.
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