Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios.  To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

Investors buoyant as we head into the second half of 2021

This monthly commentary gives a roundup of global markets and trends.

In this edition:

  • Investors are heading into the second half of 2021 in a buoyant mood after an encouraging first half of the year for markets, supported by accommodative policy and rising growth expectations.
  • Though the global growth spurt may peak sometime this year, the fundamental backdrop for equities remains positive.
  • Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances.
  • Higher inflation is the biggest risk factor, potentially creating more market volatility.

View Investment Outlook

Recent articles