In the final quarter of 2021, we saw US equities dominate markets, value continue to outperform and more muted portfolio activity from some of the fund managers we speak with, whilst inflation remained a hot topic and concerns around the omicron variant persisted. In this episode, Square Mile's research team share insight on what they heard from fund managers over the last quarter of the year, highlighting the key narratives driving portfolio positioning and what investors may need to consider for 2022.
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