Monthly Investment Markets Report

Monthly Investment Markets Report – December 2021

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Welcome to Stanford Brown’s Monthly Investment Markets Report for December 2021. We aim to help investors cut through all the media noise and hype and understand what is really driving investment markets and portfolio returns.

This month we cover:

  • Why global share markets are heading for a third great calendar year in a row – despite Covid
  • Why central bankers are finally taking inflation seriously
  • How rising tensions with China are affecting Australia’s exports
  • Why domestic imperatives trumps geo-politics
  • How our portfolios are positioned for rising interest rates in the coming year

 

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