In 2020, the boom in financial markets contrasted with the disastrous economic effects of Covid-19. The market narrative played ‘catch up’ with the market action, attempting to justify soaring valuations.

This year has seen a switch, and now a strong narrative is boosting markets to new highs. Huge stimulus programmes and vaccine rollouts; ultra-low interest rates and pent up consumer spending. The perfect recipe for recovery perhaps, but what risk of overheating? We look at the markets’ response to the rebound and how the story could unwind from here.

Presented by our investment team panel: Seamus Lyons CFA, Senior Investment Manager, Niall McDonnell CFA, Senior Investment Manager, Patrick Good CFA, Investment Manager, Alex Burn CFA, Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist.

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