Monthly Archives: January 2021

Our 2021 Outlook

The recovery progresses.

We believe economic activity will start to normalize in summer 2021 with multiple vaccines demonstrating efficacy in building immunity to Covid-19. Global GDP has already recovered to pre-Covid levels, although the composition has changed with a higher contribution from technology and consumer goods versus services. Morgan Stanley estimates point to strong rebounds through 2022, with GDP growth moving above its previous trendline. Read

December Portfolio Update | 2020

Thoughts on the Market: December Edition


The holidays are often a time to reflect, and there was a lot to think about over an unostentatious Christmas period with restricted travel and gatherings. We will delve into our performance in more detail below, but let’s review how your investments performed in 2020. Read

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