Against the backdrop of the best performance in global equities since Q2 2020, James and Jon discuss global prospects. Whilst geopolitics are likely to continue to be a source of market volatility, the base case is that we shall see a return to the market environment of the first two months of the year, with a broad set of positive contributors by asset class, region and sector.
The value of securities and the income from them can fall as well as rise. Past performance should not be seen as an indicator of future returns. All views expressed are those of the author and should not be considered a recommendation or solicitation to buy or sell any products or securities.
