As indices and world equities continue to hit new highs, we examine where the risks lie for financial markets. Guy Monson explores three key area of concern: the unevenness of the recovery, the inflation risks, and excesses within the markets.
In this video, we look at what this means for asset allocation, where the protective points are for your portfolio and review our strategy for 2021.
Guy also reviews:
• Market performance 2021 to date
• How global debt and equity issuance are both at record levels
• How bond yields are trending higher