In our April 2021 Letter to Investors we review how equities moved sharply higher during the month, along with commodity prices, and ask will inflation be next?
Continue reading »Letter to Investors – April
Monthly Archives: "May 2021"
The 3 big winners from the year of revenge spending
In our Investment Strategy Note we take a look at the ‘revenge spending’ that is set to be unleashed this year as economies reopen and excess savings are put to work, including what areas are likely to be the winners.
Continue reading »