In anticipation of a vaccine-led, fiscal spending supported economic recovery, equity markets have risen strongly from the lows last year.


Inflation prints will almost inevitably step up during the course of this year as a consequence of a return towards normality. However, any rise should be limited.


Green bonds' proceeds are directed exclusively to financing projects that have a positive environmental impact. However there is still no one widely accepted definition of what constitutes green.

green stalks in a field

There is still an opportunity for green finance now as well as in the future to facilitate the transition to greener, more sustainable ways of doing business.


The COVID-19 crisis of 2020 was not a systemic crisis. The scale and speed of fiscal and monetary stimulus led by the US Federal Reserve drove global markets to bounce, registering strong gains for the full year.


COVID caused a seismic shock in countries across the world, leading to steep declines in global markets. Today, there remain significant mispricing opportunities and we believe the skew is clearly in favor of defensive, value investing.

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All information is as of March 31, 2021 unless otherwise noted.


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