Sector Divergence Remains in Focus

Sector Divergence Remains in Focus

FEBRUARY 2021 MARKET UPDATE 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....
Cautious Optimism for 2021 after a Turbulent 2020

Cautious Optimism for 2021 after a Turbulent 2020

JANUARY 2021 MARKET UPDATE 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...