Quality and diversity counter uncertainty and high-flying markets
Delta’s rapid propagation is likely to prompt more dramatic restrictions on movement as the northern hemisphere winter approaches, particularly in areas with low vaccine take up. Still, the economic impact will be nowhere near as severe as in the first half of 2020....
Recovery to remain surprisingly strong
The strength of global economic activity has been surprising many in recent months and is likely to continue to do so as the year progresses. The downturn last year was not due to a collapse following unsustainable build-up of internal imbalances. The Covid-19 medical...
Five key themes influencing portfolio construction
Share prices are likely to further appreciate as investors gain greater confidence in the ongoing economic recovery at a time when interest rates are historically low. That said, reasonably high starting valuations reduce the return expectations over our five-year...
Continuing recovery from crisis encourages pro-cyclical portfolios
The continued rally in equities leaves less value available. Key economic regions should recover strongly through next year and this is well reflected in share prices. Several factors could prompt a downturn in prices such as delays in dealing with the virus,...
Uncertain recovery underway
After stringent lockdowns and economies in freefall earlier in the year, the long road to recovery is underway. Economic data has since May 2020 already surprised on the upside and a strong rebound should be in evidence during the remainder of the year. The globe has...
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