Active Investing

Markets have bounced back to pre-conflict highs. The Conviction Equities and Multi Asset boutiques share their views on why this signal may be worth paying attention to.

The latest plot twist of the pandemic may have spooked markets in recent days, but the underlying sentiment is still one of worrying exuberance and investors are overlooking businesses in the consumer staples, health care and discretionary sectors that are still in the process of normalizing.

TwentyFour's CEO, Mark Holman, discusses market conditions in Q2 2021 and provides his outlook for the year ahead.