141. Brazil and European real estate dominate the second quarter of 2021

Juliet Schooling Latter and Darius McDermott return to discuss the major issues impacting markets in the second quarter of 2021. They talk about top performing Brazilian equities, European real estate funds and UK smaller companies. With inflation proving stickier than first anticipate, they give their views on how high prices could go, before discusses whether the big technology companies have become too expensive and why cheap UK companies are being snapped up by buyers.
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The second quarter of 2021 has been dominated by recovery stories. In this round up, Darius McDermott and Juliet Schooling Latter discuss the best performing asset classes of past three months and the funds that are leading the way so far in 2021. They finish by talking about inflation, the technology sector and merger and acquisitions.

Read more about BMO European Real Estate Securities and Artemis Corporate Bond

What’s covered in this podcast:

  • Why Brazilian equities have done well in the past three months [0:12]
  • Why European real estate funds have also performed well [2:20]
  • Why UK Smaller Companies have been the best performing funds in 2021 so far [3:43]
  • Why the oil price has risen [5:50]
  • The team’s view on inflation [6:36]
  • If big tech stocks are now too expensive [10:16]
  • Why M&A and IPOs have picked up in the UK [13:31]
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