Our Investment Services team looks back at markets over Q1 2021. We consider how our recommended portfolios have performed against them. We also reassess our outlook for the next two years as well as the key risks.

So far, 2021 has been kind to our portfolios, with our key allocations performing well. While areas to which we have less exposure have lagged. This positioning reflected our view that the recovery from the Covid-19 pandemic would gain pace.  Because vaccines were rolled out, favouring more cyclical areas of global markets that had been trading cheaply relative to more defensive segments and fashionable,
high growth sectors.

Our view remains that this economic expansion will be durable. Recovering earnings will continue to provide a tailwind to cyclical equities and corporate credit over the remainder of 2021. And potentially well into 2022.

 

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About The Author

Andrew Birt
Andrew is the Investment Director at Saunderson House and manages our team of in-house investment analysts. Andrew joined the ...
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