Investor Strategy - Another great quarter to be an investor

Q1 was a good quarter to be an investor, now what will the rest of 2021 hold? In this edition:

  • Market recap – yields, value & margin calls
  • Market cycle & portfolio positioning
  • Currency & crowded trades
  • Inflation stirring beneath the surface
  • Pandemic induced supply chain evolution
  • Getting ready for the taper
  • Portfolio construction – MPs staying the course

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