Come 2022, global economics and capital markets are slated to enter an exciting state. The state is transitionary. The transition will be tremendously volatile – exciting for a few and anxiety-inducing for the rest. While it is too early to comment on full restoration of public health, the jury is still out on whether the Central Banks will shoot for inflation with its tightening policies or simply kick the can down the road in a gambit for economic recovery. The decision could swing in any direction. To be honest, at this juncture, my guess is just as good as anybody else’s. There’s a lot riding on this factor.
There is always a multitude of variables that define the trajectory across various capital markets, only now there are more ‘if-then’ nodes added along with newer levels in the decision tree. However, weighing the developments, a few situations can be anticipated with a fair sense of confidence.
While we will cover the state and prospects of multiple parameters shaping the economy and capital market segments in greater depth in the Jan’22 edition of our monthly report – CapView, here are a few tactical decisions that should help investors navigate the upcoming period effectively. This is not a substitute to core principles of risk-alignment, asset allocation and efficient diversification.
While the turn of a year is a great time to utilise the holidays to take stock of your personal finance but let’s not forget that it is not a magical date that will change things significantly. Most developments will continue developing the way it was to, anyway.
We sincerely hope that investors revisit their portfolios, re-align with their risk profile and investment objectives. We are more than glad to be of any assistance. All you need to do is write to us at research@fisdom.com and we will look forward to helping in any way we can.
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