Outlook and opportunities
13 May, 2021
The outlook for equities and bonds is challenging but the view from our underlying fund managers is that the greatest valuation opportunities are in the UK, Asia and the global emerging markets.
In this latest update, Square Mile’s Chief Investment Officer, Mark Harries provides an update on the current market environment and the concerns around inflation. He continues by summarising what this means in terms of our current portfolio positioning.
In addition, Amaya Assan, Head of Fund Origination, discusses the Goldman Sachs Emerging Market Equity Portfolio, a fund which is widely held within the emerging market allocation of the portfolios.
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to quickly navigate through this video update. You can also download the month's Market Update or review of the Goldman Sachs Emerging Market Equity Portfolio. You can also access further insight on the recent market movements and concerns around inflation here.
Our thoughts expressed in this update relate only to the portfolios we manage, or advise on, on behalf of our clients and as such may not be relevant to portfolios managed by other parties.
This update is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of this briefing, remembering past performance is not an indication of future performance. Square Mile Investment Services Limited makes no warranties or representations regarding the accuracy or completeness of the information contained herein. Square Mile does not offer investment advice or make recommendations regarding investments and nothing in this update shall be deemed to constitute financial or investment advice in any way. This update shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity and is not a recommendation to buy or sell any funds or investments that are mentioned during this update.