Noise - Differentiating short term detractors to longer term trends
Date: Thursday 14th October 2021
CPD 35 mins (unstructured)
On the agenda:
- Q3 2021 – how has the last quarter impacted investments?
- Market news - Evergrande Group, UN Climate Change Conference of the Parties (COP26), HGV driver crisis, easing travel restrictions to the US and Crypto trading ban in China
- Q2 2021 - looking back - what has changed?
- Delta variant, China, Near term inflation. Closer to home: salary inflation and tensions with France
- Economy and markets moving forwards
- Our current view on attractive and unattractive markets
- Fund update : LF Canlife Multi-Asset Portfolio Fund range