Economic and market outlook Q1’2022

Economic and market outlook Q1’2022
2022 Outlook: Rising rates & volatility, focus on large cap with quality cash flows

Year 2022 have started with a lot of developments that impact how we look at the global economy and various capital markets. The rise of Omicron that started in South Africa around the end of November last year had greatly impacted risk assets around the world, as investors came to realization that Covid wouldn’t so easily go away, while countries around the world quickly shut down their borders to travelers from South Africa. Capital markets declined as investors were reminded of how a discovery of a new Covid strain could 
lead to disruptions of economic activities, and to company’s revenue-generating ability. However scary a thought that is, it does seem that this time around, the severity of the new strain has been less than the previous ones; while new cases have already been dropping in South Africa after only about a month of discovery, perhaps suggesting a milder effects on the global economy in 2022.

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