Top Equity Funds of 1Q22 A rude and painful awakening for mos | FSMOne SG - Research Highlights

Top Equity Funds of 1Q22

A rude and painful awakening for most investors

——————————————————

• Equity markets were a sea of red in 1Q22, battered by a triple whammy of inflation, monetary tightening, and the Russia-Ukraine conflict, with the FSM Indices – All Equity returning -7.68%

• Powered by the undercurrent of surging commodity prices, the top performing funds of 1Q22 are all tied to the commodity theme.

• Meanwhile, amongst the worst performers were (unsurpisingly) Emerging Europe Funds.

• Finally, we share some ideas on how investors could position their portfolios for inflation and rate hikes.

: Read the full article here