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Investment Review

Investment Review April 2021

Author: Heino Hoch
Date: April 2021

Opportunities and risks are finely balanced The news is increasingly positive, but the negative headlines have not disappeared entirely. The economic indicators may be looking good, pointing to a strong surge in growth, but the bad news on the coronavirus front just keeps on coming. Against this backdrop, we don't evisage any major changes to our strategic asset allocation. Instead, we are concentrating on those areas and sectors within the assets classes that look promising. We are liquidating the equity hedges purchased at the end of the previous year.

Asset Allokation Update: Download complete report
Investment Review April 2021