HIGHLIGHTS OF THE CURRENT ISSUE
There is reasonable doubt that inflation pressure will disappear anytime soon, especially in the US. Combined with central banks that will likely stay in a wait-and-see approach, particularly in the first half of 2022, gold finds a goldilocks environment that should spur a brilliant comeback in 2022.
We heartily believe that European equities offer a compelling investment case heading into the new year as political, fundamental, and technical factors point to a promising outlook for the region’s stocks.
Market participants with an adaptive mindset and a highly disciplined focus on fundamentals – helping them distinguish between good and bad companies – definitely have a good starting point to achieve above-average investment results in 2022.