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Strong Q4 for equities (including UK) despite lengthening macro shadowsDespite concerns about central banks moving towards tighteningand, latterly, Omicron uncertainty, global equities had a strongquarter overall, with the UK among the standouts. As stated, thelatter remains a contrarian play and out of favour with manyinvestors but we see good opportunities, particularly if value stockscontinue to perform well.Investment growth 30 September to 31 December10%MSCI World Net Return (NR) (GBP)MSCI UK NR (GBP)8.1%8%6%5.1%4%2%0%Source: Morningstar, 30.09.21 to 31.12.218 - Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021Dec-211Nov-221ctOSep-21-2%
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