Quarterly Market Review – Q4 2021


Our Quarterly Market Reviews are written and edited by HFG Trust’s Director of Investments, Kevin Floyd, CFA, CFP®, AIF®. For over a decade Kevin has held positions in the wealth management and investment services industry, and currently serves on our HFG Trust Investment Committee. Prior to joining HFG Trust, Floyd worked in firms across Washington state as well as in Australia, bringing with him a vast knowledge of investment research, strategy, and management.

Executive Summary:

  • All equity classes were positive for the quarter with global REITs posting the strongest returns with +12%.
  • Annual inflation ending November 2021 has accelerated to 6.8%. A majority of this increased inflation is expected to be transitory.
  • Federal Reserve is expected to start raising rates in 2022 and into 2023.


To read our full version of the Quarterly Market Review for Q4 2021, click on the image below to open and download the document.


HFG Trust Quarterly Market Review Fourth Quarter 2021