Click to view report Good morning, and welcome to March (already!) We are pleased to provide an update from Insight Investments (attached) as well as some of our own comments. Back in 1980, famed Producer Martin Scorsese teamed up with Robert DeNiro, Joe Pesci and...
The COVID collapse in markets in March 2020 has not only fully recovered, the US market is now higher than it was pre-crash. This is an incredible rebound, however we remain cautious as valuations are now stretched (share prices may be expensive). Existing portfolios...