Each month our investment team provides a summary of stock markets around the world. We analyze what has happened, what we think will happen, and how best to position portfolios for their optimum risk-adjusted return.
It was a bumpy start to the year, with markets buffeted by new coronavirus strains, a change of power in Washington, and day traders bidding up unloved stocks. The good news is that the vaccine rollout is gathering pace around the world. On the economic dashboard, most headline figures remained steady, but there are signs that under the