10th May 2021
Chris Fleming, Investment Services Director at Square Mile, presents some highlights of the first quarter of 2021 and Square Mile’s current view and outlook for markets and implications for investment portfolios. This includes their views on the outlook for inflation, expectations of lower returns, higher volatility and further investment opportunities in coming months.
We’re pleased to note that our clients’ Square Mile portfolios were well-positioned to avoid much of the turmoil in bond markets over the quarter, faring better than the broader market. With regard to equities, a balanced position coped well with a cyclical switch of favour from value to recovery stocks.
Please find below Square Mile’s quarterly video investment update for April 2021:
If you have any questions, please contact your usual adviser.