Lessons learned: one year on - How has the investment landscape shifted?

10 min read 5 May 21

Please find below an update from Jim Leaviss, CIO of Public Fixed Income, and Eric Lonergan, Macro Fund Manager, on the investment landscape, now that more than a year has passed since markets first felt the impact of COVID-19.

  • Jim and Eric discuss the aftermath of the global pandemic, including the likely strength of the recovery, the effects of fiscal and monetary policy developments, and portfolio positioning
  • What lessons have investors learned, and what potential opportunities – and pitfalls – could the investment environment hold?

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The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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