129. The investment trends dominating the first quarter of 2021

In a slightly different format to usual, Juliet Schooling Latter and Darius McDermott discuss the major issues impacting markets in the first quarter of 2021. They explain the rising yield curve and why it matters for investors and outline why value has started to outperform growth. With social media groups influencing stock markets they also discuss how fund managers have dealt with the investment activism, before revealing the story behind the semiconductor shortage.
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The first three months of 2021 have been eventful: inflation fears have pushed up the yield on bonds, the Reddit crowd has caused losses for hedge fund managers, we’ve had a style rotation and car production has been halted due to a lack of semiconductors. In this round up, Darius McDermott and Juliet Schooling Latter discuss these topics and how they have impacted markets. They finish by discussing how investors can allocate money in this climate and giving details of funds they have allocated money to themselves.

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What’s covered in this podcast:

  • What the yield curve is and why investors should care [0:32]
  • Why value stocks are now outperforming growth stocks and whether the rotation will continue [3:44]
  • Why social media groups have been influencing stock markets [6:02]
  • How long term investors have dealt with investment activism [8:13]
  • What the story is behind the semiconductor shortages [10:13]
  • How investors should be allocating money at the moment [12:54]
  • Which funds the team has invested in recently [15:34]
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