The Merlin team return for a look at where markets stand in the early weeks of 2021. Vaccines are here, but the world continues to be ravaged by Covid-19. Are markets right to look past the pandemic, or are the unintended effects of policy action, and the potential for inflation, being underestimated?
Also, the team will discuss where their Portfolios are currently positioned, and explain the rationale behind some allocation changes they made in late 2020.
Please join us on Wednesday 27th January for what promises to be a fascinating webcast.