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November 2021 Monthly Review

Jordi Visser

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Historic moves in commodities and several factors did not significantly inhibit diversified portfolios and many seemed to have performed well coming out of the month. During the last two months, the market has priced in expectations of higher central bank moves in the coming year and fears of more impacts from Covid.  In a year where inflation surprised central banks and Delta surprised the market, the Fed has now voiced transitory inflation is likely not the story.  We enter 2022 with vaccinations across the globe.  After a year of deleveraging, next year should bring an opportunity to increase risk and a less uncertain environment than that of 2021. 

 

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