Monthly market blueprint - December 2020

November featured plenty of good news for markets: The US election returned multilateralism to the Oval Office, the Covid-19 vaccination is already being rolled out in some parts of the UK and S&P 500 companies have surpassed earnings expectations.

Read our December monthly market blueprint here, where we discuss:

  • Market performance,
  • asset allocation,
  • risks ahead,
  • the macroeconomic backdrop and themes,
  • and equity spotlights.

The economy and your investments webinar

Additionally, in our November 'The economy and your investments' webinar, we looked at the landscape for investors and consider what the world might look like post-Covid and post-Brexit. As the December 31st deadline looms, we touch upon the repercussions on businesses and the UK economy as a whole. Watch November's below and register for the next in the series here.

 

 

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Monthly Market Blueprint Dec 2020