We use cookies to provide a user-friendly experience. By continuing to browse this site you give consent for cookies to be used. To find out more or to set your own preferences please read our cookie policy.
The prospect of a vaccine trade war promoted by the EU is a worry in the context of markets that have come a long way in the last 12 months.
Macro Update 22 February 2021
Macro Update 8 February 2021
There is optimism that we’ll regain pre-Covid levels of economic activity by year-end.
Macro Update 11 January 2021
2020 will be forever remembered as the year of the virus with the fastest and deepest recession the world has ever seen.
Macro Update 23 November 2020
While many balanced investors are understandably worried about low returns becoming the ‘new normal’, we believe that allocating smartly can more than offset the drag that structural challenges could exert on portfolios.
