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Omicron dents December but strong 2021 for equities•We remain positive on risk assets (primarilyequities) heading into 2022, although theOmicron variant has brought a fresh sense ofuncertainty, sparking volatility in markets.•The Stoxx Europe 600 Index remains near itsall-time peak after advancing more than 22%,and with a 14% gain from the FTSE 100, thishas been an excellent 12 months for equities.•In the US, the S&P 500 did manage one lasthigh late in December and was up just under27% in 2021.•Striking a more cautious note, history suggeststhat after a gain of at least 20% by the US index,returns are comparatively muted over the following12 months, with an average rise of around 8%.What to expect in 2022? Average returns from S&P 500 in year after a 20% gain40%30%20%Averagereturn10%0%-10%-20%-30%-40%20202014201020041999199819971996193219901986198119761968196219591951195119461939193719361934-50%Source: Dow Jones Market Data, 2021Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021 - 3
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