Looking Forward – December 2021
Causes for concern, no doubt. They change in form and scale as time passes, but they are ever-present. While they warrant investor attention, we believe such matters should only evolve into influences on stock prices to the degree that they impact individual-company fundamentals. We are glad to see the broader investment community appeared to share that think¬ing in 2021, and we believe there is reason that market mindset could persist in 2022.