<2> Return to the 2022 Stock-Market Playbook as Iran Conflict Drags On, Say These Strategists
<3> A Look Back at 2022: The Russia-Ukraine Invasion and Its Impact on the Stock Market
The ongoing conflict between Iran and the West has left investors searching for a reliable stock-market playbook. According to strategists at Barclays, the playbook that proved successful in 2022 when Russia invaded Ukraine may be worth revisiting. In this article, we will take a closer look at the key takeaways from 2022 and how they can be applied to the current market.
<3> The Chasm Between Winning and Losing Stocks in 2022
During the Russia-Ukraine invasion, the stock market experienced a significant chasm between winning and losing stocks. According to Barclays, the difference between the top-performing and bottom-performing stocks was huge. The strategists attribute this to the fact that investors were forced to take a binary view of the situation, with some stocks benefiting from the conflict and others suffering as a result.
<3> Style Picks from Barclays
So, what were the style picks from Barclays that proved successful in 2022? According to the strategists, the following sectors and styles performed well during the