After a year of Covid-19 related bad news (and very large gains in global stock markets), late February saw expectations for recovery begin to strengthen and markets weaken. But this was all about how the bond market sees the evolution of inflation and Central Bank policy in the coming post pandemic world.
In our Monthly Market Review, Kevin Quinn, Chief Investment Strategist, Investment Markets, identifies six snippets for February:
- Reflation is the order of the day
- Bond markets…shaken…but not yet stirred
- Fiscal challenges
- Commodity markets roaring
- Equities continue to deliver
- Value stretches its lead again
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