May you live in interesting times
Welcome to the Luna Investment Management 2022 outlook document. The ancient Chinese curse that says “May you live in interesting times” certainly feels appropriate given the last few years. Those interesting times do not look like abating just yet, but there are still reasons to be optimistic.
2021 has been another year of Covid-19 dominating our lives and 2022 looks like it will continue in similar fashion. Despite this backdrop there are reasons to be positive in the new year. In this document we will take a look at the key asset classes, the market backdrop, provide more information on the Investment Philosophy and current views from the Luna Team.
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