EN - Report (page 2) - Flipbook - Page 8
Strong Q4 for equities (including UK) despite lengthening macro shadows
Despite concerns about central banks moving towards tightening
and, latterly, Omicron uncertainty, global equities had a strong
quarter overall, with the UK among the standouts. As stated, the
latter remains a contrarian play and out of favour with many
investors but we see good opportunities, particularly if value stocks
continue to perform well.
Investment growth 30 September to 31 December
10%
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 31.12.21
8 - Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021
De
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1
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