Markets have been fairly quiet over the summer, with the MSCI ACWI grinding 2% higher since the start of July. This followed a tumultuous first half of the year, with violent rotations between growth and value, large and small cap, and conflicting information and concerns over new variants which could prolong the pandemic. We think many issues stand at something of a junction. As investors return to their desks and (we suspect) critical developments become apparent, new trends could start to bec ....
01 Sep 2021
Winter is coming
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Winter is coming
Barings Emerging EMEA Opportunities PLC GBP (BEMO:LON), 0 | BlackRock Frontiers Investment Trust PLC (BRFI:LON), 148 | Blackrock Latin American Investment Trust PLC (BRLA:LON), 386 | Ruffer Investment Co. Ltd. (RICA:LON), 270
- Published:
01 Sep 2021 -
Author:
Kepler Partners Research Team -
Pages:
5
Markets have been fairly quiet over the summer, with the MSCI ACWI grinding 2% higher since the start of July. This followed a tumultuous first half of the year, with violent rotations between growth and value, large and small cap, and conflicting information and concerns over new variants which could prolong the pandemic. We think many issues stand at something of a junction. As investors return to their desks and (we suspect) critical developments become apparent, new trends could start to bec ....