Global economies & markets

After a dramatic rebound from the lows of March 2020, equity markets have hit a series of record highs in 2021 with many speculating that markets are in bubble territory and that we could see a pullback soon. Our expert Deputy Chief Investment Officer, Richard Champion explains why we don’t believe we’re quite there yet.

Think technological innovation and you need to start in the US whose largest stocks are all technology-related. But does this mean the UK, or in fact Europe is devoid of investment opportunities in innovation?

In our latest zoom webinar to clients, our Chief Investment Officer, Michel Perera, gives his outlook on the investment market and the opportunities around investing in equities in 2021.

Tech companies shone out as a ray of hope in 2020. But are the tech titans today just too big and too powerful? With the prospect of regulation hitting the tech sector in 2021, what will happen to valuations - should we still be investing in tech?

In 2020, COVID-19 had an extreme impact on the global economy and financial markets. Even with the successful development of vaccines, we believe the coronavirus will continue to dominate developments in 2021.

As we enter 2021, CIO Michel Perera looks at the political backdrop; what do the inequalities resulting from COVID-19 mean for investors, what is the post-Brexit reality and what are the main political challenges in the US?