Twelve Capital Letter from the CIO – Market Outlook 2023

In 2022 the world was confronted with a number of challenges, including the war in Ukraine, disruptions in supply chains, the escalating energy crisis, rising inflation as well as severe natural catastrophes and climate change related events. All these factors led to outsized, and in many cases excessive, swings in asset prices. However, the current market dislocation brings new investment opportunities in many asset classes and Twelve Capital believes this is now one of the best entry points for investors in decades.

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