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11th February

Onwards and Upwards

One of the most important skills for successful investors is to distinguish the essential market information from the rest, the so-called noise. In this sense, the media story of retail investors banding together on social media to fight hedge funds falls into the noise category. After a few days of high volatility, the spectacle was over and markets refocused on the main issues. The economic recovery is on track despite vaccination mishaps, corporate profits will rise significantly in 2021 and nothing stands in the way of higher share prices. For this reason, we are also maintaining our clear overweight in risky assets.
CIO Update

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