The first quarter was characterised by renewed optimism, boosted by stimulus packages and vaccine rollouts. This brought a sector rotation in the equity markets, from growth to value stocks.

The outlook for recovery remains positive, with the potential for a sharp rise in consumer spending. Beyond this we maintain our focus on the longer-term megatrends that will drive growth in the future.

Jaime Arguello, Chief Investment Officer of Architas, discusses what’s on his investment radar. Hosted by Lorna Denny, Investment Specialist.

This podcast is now availaible with real-time transcript below on Youtube. Alternatively, you can listen to the audio only on the embeded soundcloud player or by searching for us on all popular podcast platforms.

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