If we had hoped that January would start quietly and mark a departure from 2020, well that has gone by the wayside. The same themes have raised their head persistently in the first month of 2021 and we’ve had some new ones to add to the mix.
In our Monthly Market Review, Kevin Quinn, Chief Investment Strategist, Investment Markets, identifies six snippets for January
- New vaccines en-route as the race begins
- Virus mutations
- Bubbles appearing?
- Central Banks provide supporting backdrop
- President Biden limbers up
- Political risks resurface in Emerging Markets