St. Gotthard Fund Management perspective on the current financial market situation.
The latest House View is out, covering the unusually elevated volatility just before the festive season that casts a shadow on the coming months. Several factors could have a dampening effect on investor sentiment, among them the slow but steady realisation that 2022 will stress-test central banks credibility, new variants of the virus, and even geopolitical developments in Eastern Europe. Read more in our House View.