December 32nd, 2020

2020 did end on a positive note, though - at least as far as asset prices go. Markets posted respectable numbers to end off a challenging year with gains exceeding the March drawdowns. The concern being that the performance we have seen is largely thanks to looser monetary policy and stimulus packages rather than markets pricing in a recovery and return to normal. In reality, the true recovery…

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Zoom-ing into 2021?

Amidst all the jokes and memes around 2020 – from the ‘Not a single person in 2015 got it right when asked where do you see yourself in five years?’ to the stereotypical privileged, middle-aged ‘Karen’ wanting to speak to the manager – we will all remember this year for so much, both good and bad.

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