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...
Sweetwood Asset ManagmentJanuary 2022 - “When the facts change, I change my mind. What do you do, sir?” (Keynes)In December, markets were back and forth all month long, as sometimes investors were concerned over Omicron spreading worldwide, and...