Inflation is a consideration and so are the prospect of higher interest rates, but both should still be accommodating for equities and if earnings continue to surprise to the upside, particularly in the US, the short and underweight money that still exists in the market will want to buy back in which could see strong …
Welcome to Thesan Asset Management’s 3rd Quarter 2021 wrap-up. Each quarter the firm will publish a newsletter to all investors highlighting what we believe to be the quarter’s significant market events and where we think the market is heading. We encourage an interactive relationship with our investors, so if you want further clarification on any …
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