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2021 Year in Review
In this episode, Marcelo and Keith review how asset classes performed in 2021. Last year was a unique year in global stock markets. If you look at a chart of stock market performance for 2021, it looks pretty steady. But when you dig a little deeper you’ll see that there was style and leadership turbulence underneath.
Coming out of the end of 2020 - a period when you almost couldn’t lose in the market - 2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the…
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