Singer Capital Markets Monthly Macro update – December 2021


Despite the market’s angst, there appears to be real value in equities for patient investors heading into 2022. But what to own?
Find out here from Jamie Constable of Singers:

What’s the outlook for equities in 2022? Start
Where will the yield on the US 10 year Treasury be next year? 02:45
How will bonds perform? 04:25
What’s your view on the health of the consumer? 07.20

Stocks ideas for 2022

Boohoo 08:20 & 13:55
Fulham Shore 09:40
How might the Omicron variant play out? 10:10
Volex 17:00
Equals & Northbridge Industrial 18:10
Curtis Banks 21:40
What indicators to watch over the next month? 24:20
Is Bitcoin a ‘store of value’, or a ‘casino chip’? 26:05

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