MARKET UPDATE – Sector Divergence Remains in Focus

MARKET UPDATE – Sector Divergence Remains in Focus

The past year has brought not only huge market swings between risk-on and risk-off phases but also a staggering divergence of returns between regions and investment styles. In equities, much of this can be explained by sector performance. The outlook for inflation is...
MARKET UPDATE – Cautious Optimism for 2021 after a Turbulent 2020

MARKET UPDATE – Cautious Optimism for 2021 after a Turbulent 2020

Describing 2020 as a roller coaster ride for investors does not do justice to the unprecedented series of events ushered in by the pandemic and the lockdowns across the world. Although many markets sold off steeply into bear market territory as the pandemic escalated...