The first quarter was characterised by renewed optimism, boosted by stimulus packages and vaccine rollouts. This brought a sector rotation in the equity markets, from growth to value stocks.
The outlook for recovery remains positive, with the potential for a sharp rise in consumer spending. Beyond this we maintain our focus on the longer-term megatrends that will drive growth in the future.
Jaime Arguello, Chief Investment Officer of Architas, discusses what’s on his investment radar. Hosted by Lorna Denny, Investment Specialist.
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