Sweetwood Asset ManagmentMay 2022 - If only inflation took a recess…April was a losing month for markets and the worst month for Nasdaq since 2008. Indeed, technology sector was mostly impacted, while the...
Sweetwood Asset ManagmentApril 2022 - Recession may not come from inversions. But it still may come. Global equity markets had their first positive month of the year while bond markets were still negatively impacted by inflation, with a...
Sweetwood Asset ManagmentMarch 2022 - After the dark comes the light. Eventually. Global equities and bonds sold off strongly in February, especially European assets, which are mostly impacted by the conflict in...
Sweetwood Asset ManagmentFebuary 2022 - The Value of GrowthMarkets in the first month of the year were like a roller coaster. They were hard to follow and tricky to understand. It ended up being...