The global economy has undergone a severe shock in the past 12 months. With the vaccine rollout allowing us to tentatively look beyond the pandemic, investors have many questions which merit careful consideration, such as:
- Extraordinary policy measures have been implemented, but what are the longer-term effects?
- How can global markets possibly be making new all-time highs when so much of the global economy remains mothballed?
Catherine Flavin, Investment Manager, Ian Quigley, Head of Investment Strategy and Daniel Moroney, Chair of the Portfolio Construction Committeediscuss these (and other) pressing issues, and also present our views on how investors should set themselves up for the years ahead.