On this month's episode, Will and Craig review and score David’s predictions for 2021 against how the year actually panned out. Decide for yourself whether they are too harsh on David’s crystal ball gazing. More importantly, the team discuss how their strategy has evolved in 2021 and ponder the latest shift in the 'growth' vs 'value' debate.
We have reframed this Thursday’s Macro Strategy webinar to focus on the investment implications of the ongoing conflict across the Middle East. This will bring you insight from some of our leading strategists and investors.
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening — all supportive for asset markets, despite the risks.
A look back at markets in January when emerging market shares and commodities performed strongly.
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