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The Balanced Perspective: Through the looking glass

In the final edition of the Balanced Perspective for 2021, we will revisit some of the more persistent themes discussed throughout the year and how they may come to shape 2022. Most notably, Iain shares his thoughts on global asset valuations and how unprecedented government stimulus could affect post-pandemic market returns. If 2020 felt like the world’s down-the-rabbit-hole year, then 2021 was its re-emergence.

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The Global Perspective: Can any market keep up with US equities?

It seems like no market can keep up with the juggernaut that is US equities. Over the last 15-years, US equities have compounded at almost 10% per year. Meanwhile, international and even emerging market returns pale in comparison – appreciating just 5.4% and 7% per annum (in USD), respectively. US stocks now make up 60% of the MSCI All Country World Index. Can this trend continue over the next 15 years?

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The Global Perspective: Is this China’s Minsky Moment?

During this 15-min discussion, Ian Beattie and Anil Jugmohan tackle what “common prosperity” really means for investors, whether China should even be considered investable at this point and are VIE’s dangerous, and the implications for companies such as Tencent, Alibaba and others.

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The Global Perspective: Taper Tantrum 2.0

The Taper Tantrum in 2013 was triggered by comments from the then central bank governor of the US Federal Reserve (“Fed”), Ben Bernanke, that the Fed intended to slow the pace (“taper”) of its bond purchasing program. At the time, asset prices collapsed over fears that markets would crumble at the cessation of liquidity support provided by the Fed post the Global Financial Crisis.

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