Keep up to date with a summary of key market developments, our outlook and a review of Multi Asset Discretionary portfolios over the quarter.
Investment Review Q1
An easing of lockdown should lead to an economic rebound to support rising yields and inflation rates. We are optimistic that UK equities will move out of the shadows of Brexit uncertainty and, together with a successful vaccine roll out, this presents interesting opportunities not seen for some time.
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Investment Review Q2
Half way through 2021 and the pandemic – certainly in the UK – seems to have entered a new phase. How policy makers deal with this remains to be seen, but at the moment it seems that re-opening of our economies will continue as planned.
Investment Review Q3
As governments look forward, we are seeing a return of domestic politics and international brinkmanship - US debt ceiling, Polexit, China/Taiwan for examples; could this be back to normal or evidence of a rise in protectionism?
Markets and Themes
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