By: Graham Wainer
The rebound in consumer activity since the lockdowns of winter 2020/21 has been dramatic, driving impressive company earnings growth. In turn, global equities have registered another year of double-digit returns, led by the US. Government bond yields have risen from near historic lows twelve months ago while select credit and long / short managers have navigated the markets reasonably well.
We cover our investment views and portfolio strategy by addressing five critical questions frequently asked by our clients:
Disclaimer: This article has been prepared for information only. The opinions and views expressed on any third party are for information purposes only, and are subject to change without notice. It is not intended as promotional material, an offer to sell nor a solicitation to buy investments or services. We do not intend for this information to constitute advice and it should not be relied on as such to enter into a transaction or for any investment decision. Whilst every effort is made to ensure that the information provided is accurate and up to date, some of the information may be rendered inaccurate in the future due to any changes. © Copyright Stonehage Fleming Investment Management 2021. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission.