• +44 (0) 203 830 8050
  • [email protected]

Insights from the Industry

21 Jan, 2022 | Return|

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 have 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.

Hear from Alex Farlow, Head of Risk Based Solutions, Ajay Vaid, Investment Research Analyst, John Monaghan, Research Director, and Paul Angell, Senior Investment Research Analyst as they take a look back on Q4 2021, outlining key trends across UK equities, global equities and fixed income, and how these may transcend into the new year.




We welcome any feedback you have on our Talking Research podcast, please feel free to get in touch and let us know what you think.

This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity.


Talking With Hendrik Du Toit

We were delighted to be joined by Hendrik Du Toit, Founder and CEO of Ninety One, for a candid conve...

Read More >

Impact of the interest rate hike

News broke yesterday of the unprecedented hike in interest rates to 1.75%, the biggest rise in 27 ye...

Read More >

Talking Research: Not all doom and gloom?

It was another disappointing quarter for investors as we continue to face one of the toughest market...

Read More >