15 Feb 2022
Peter Rutter, Head of Equities at Royal London Asset Management, discusses his market views for the year ahead, what themes we can expect to emerge and assesses the market performance of 2021.
Semiconductors, consumer cyclicals, energy and software companies have been particularly strong areas of the market. Weaker areas were those particularly reliant on resumption in international travel as well as the temporary beneficiaries of Covid-19 disruption/lockdowns in 2020 where that boost is not filtering through to 2021, such as auto insurance.