Quarterly Investment Report – July 2021

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Peak growth 

Welcome to the July 2021 edition of our Quarterly Investment Report.

This report is a compilation of the latest insights and expertise from our Independent Advisory Board.

Summary of our latest insights

  • The path of least resistance has been higher for many risk assets, supported by strong economic activity and corporate earnings.
  • We expect global growth and inflation to moderate in line with historical averages.
  • There are upside risks to bond yields and the USD as the U.S. economy recovers faster than expected.
  • We expect market volatility to increase from the threat of a desynchronised global recovery.
  • The data is showing lockdowns may not be necessary for regions with high vaccination rates. Vaccines are reducing the severe health impacts from the variants.
  • Stepping back from the noise, the backdrop remains supportive of growth assets over defensive. Policymakers have a playbook to ‘build a bridge’ past any pain.
  • This quarter we reduce our overweight to Emerging Markets (USD sensitive) and increase Cash for future opportunities.

More detail on our views and latest positioning can be found here.

General Advice Warning: The comments do not take account of your objectives, financial situation or needs. Before acting on any general advice, you should consider if it is appropriate for you.

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