Incrementum All Seasons Fund Seasonal Reflections – 2022/01
As goes January, so goes the year…
- Consensus expectations of market participants at the start of the year
- Interest rate outlook and its impact on financial and especially equity markets
- Growing commodity shortage
- The role of ESG and the trend towards Sustainable Investing
- What we mean by “Seasonal Investing”
- Review of the IASF investment year 2021
These «Seasonal Reflections” represent the author’s personal and subjective views, and none of what is stated therein must be considered as recommendation to buy individual securities, or to encourage an investment in the Incrementum All Seasons Fund. If you are looking for investment advice, please consult an appropriately licensed investment professional.
Incrementum All Seasons Fund – PDF
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