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Performance of asset classesBonds, meanwhile, largely struggled over the quarter, buffeted byelevated inflation, hawkish central bank policy shifts to deal withhigher prices and the emergence of Omicron. UK gilts were amongthe strongest performers, with yields dropping in early Novemberas the Bank of England (BoE) unexpectedly chose not to raise ratesalthough they climbed again the following month when the Bankannounced a small rise of 0.15 percentage points, to 0.25%.After a difficult third quarter for equities, the last three months ofthe year were much stronger, despite a range of macro concernscontinuing to bubble. As the chart shows, while global equities(led by the US) had a good period, with the UK also performingwell, emerging markets struggled, partly due to China’s regulatorypressures and slowing economy.Asset class returns Q4 2021 (in local currency terms)10%7.9%8%6%5.1%4%2.4%2.1%2%1.5%1.2%0.1%0%dsonbalBGloReeAbsolutGturntEkearMnggiEmerUKndFuquuiEqUKbaloGsstieitiestyoplexPruiEqUKerstiesitieodmomCilts-1.3%-2%Source: Morningstar, 31.12.21Liontrust Multi-Asset Portfolio Services Quarterly Report: Q4 2021 - 9
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