Markets continue to be strong this year, as investors anticipate a better than expected recovery for 2021. Yet, underneath this rather benign outlook there is still turmoil, with equity volatility remaining high and the battle between value and growth reversing day by day. Guy Monson reviews what this means for policy and our outlook for 2021.
In this video Guy also looks at:
• COVID infection rates - US and UK declining while vaccination roll out continues
• How retail investors are favouring call options and most shorted equity names
• The market rally from 2020 to date