Investment Updates

Regular investment updates and market views for private clients.

July 2021

Quarterly Market Update | July 2021

Macro Highlights Expectations of global economic growth in 2021 continue to be revised higher and even now may prove to be conservative. The release of pent-up demand as vaccines are rolled out and economies re-open, whilst the monetary and fiscal taps still remain fully open, is a heady mix. Since winning the election last November,…

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