DM Portfolio Commentary – Q1 2022

Things didn’t get any better; they just stopped getting worse – Though individuals often invest most confidently when they’re feeling good about the world around them, it regularly happens that stocks rally while socio-economic and other conditions are far from ideal. We saw this on an exceptional scale when markets soared long before either the Great Financial or Covid Crises were solved and, during the past quarter, we experienced it in a more concentrated way.

Equity markets began the year under a cloud, as investors grappled with both inflation rates that hadn’t been seen in decades and the expected end to ultra-loose monetary policy, concerns which were soon compounded when Russian tanks and troops crossed the Ukrainian border.

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