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]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.