Quarterly Podcast: Are we due a change in the markets?

As markets continue to build upon their second quarter rebound, economic recovery has continued, albeit unevenly. Analysing these dynamics alongside prevailing geopolitical concerns, we remain positive about the current trajectory of recovery, considering generous monetary policy and recovery packages. After a strong but ‘lumpy’ quarter for portfolios, we outline the gains made by our Return Assets. Debating the prospect of a rotation in the market, we explain the changes which have been made in portfolios to pre-empt such a rotation and potential inflation risks.