In our quarterly markets wrap up, we look at what has been a strong 12 and 24 months of portfolio performance and the factors that continue to drive markets ever higher – despite the obvious headwinds from COVID.
 
In February, markets gave us a small taste of what they are paying attention to now: rising interest rates, which could be brought about by inflation that saw an abrupt selloff in interest rate sensitive assets. This scenario is something we think will repeat with some frequency over the coming years. However, we don’t believe it will take away from what is presently a solid recovery story which should carry for the foreseeable future.

Find in-depth reports on each portfolio below: