Investment Commentary

Our current investment commentary Q4 2020

In Brief

  • Q4 2020 saw extremely sharp gains across risk assets, particularly those hardest hit earlier in the year
  • Proof that a number of vaccines worked fuelled the rallies, but Joe Biden’s US presidential win and the avoidance of a no-deal Brexit also drove gains
  • The second wave of COVID-19 resulted in further lockdowns as immense vaccination programmes got underway
  • The key risks for 2021 are any complications around the vaccine roll-out, or the collapse of what appears to be speculative excess in parts of the market 
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