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Podcast: The Evenlode Podcast
Episode: 2021 Review and Outlook for 2022 - Evenlode Global Investment View
Description: Since launching the Evenlode Global Equity fund in July 2020, we have operated in remarkable economic conditions. The global pandemic increased financial market volatility, with recurrent bouts of uncertainty sparked by new virus variants and potential public health responses. In the equity markets, 2021 will be remembered for a market resurgence led by technology stocks as the global digital transition was accelerated by COVID’s persistence. In this investment view, we review the fund’s performance over the past year, recent portfolio changes, and the valuation environment for 2022.Table and charts mentioned in this...