Unmasking the future

17 December 2020

As the world continues its long battle against Covid-19, governments and central banks are still trying to save as much of their economies as possible and ensure they can generate sustained growth post the pandemic without running up unpayable debts. During most of the pandemic, we have seen a divergence between the global economy going into recession and global stocks rebounding and staying higher, which has been driven by technology companies. In this presentation, DMS Verbatim Portfolio Growth Co-Fund Manager, John Husselbee will attempt to unmask the future by looking at what this says about the shape of the economic recovery and financial markets, the potential impact of political and geopolitical risk, and what these issues mean for target risk investing.  

For Intermediaries Only.

The value of investments and any income from them can go down as well as up and is not guaranteed. Your clients could get back less than they originally invested. Past performance is not a guide to future performance. The portfolios' investments are subject to normal fluctuations and other risks inherent when investing in securities. Verbatim Asset Management has taken due care and attention in preparing this document, which is solely for the use of professional advisers. Verbatim cannot be held responsible for any inaccuracies arising out of information detailed within and will not accept liability for any loss arising out of or in connection with its use. The contents of this article should not be construed as advice and is for information only. Individual stock selection should only be performed by suitably qualified advisers.