DM Monthly Report – Feb 2022

WHEAT & CHAFF – In our final portfolio commentary of 2021, we wondered aloud how certain market components would fare under a shifting monetary regime, in particular one where central bankers began to take back some of the liquidity they had released during the pandemic. Though we’ve so far experienced more talk than action in North America, with neither Canada nor the US having raised policy rates yet, even the prospect of tighter conditions seems to have ignited a reordering of asset valuations.

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