David Appleton, Investment Director at Cornelian gives us his latest update as the daily twists and turns of the global pandemic continue to dominate investment markets over the summer months.

The performance of financial markets, and therefore our client portfolios, has closely mirrored the recovery pathway that we have observed in the economy.

This can be really divided into 2 periods, an initial relief rally which saw a sharp rebound, followed by a less frenetic period over the summer months as investors were able to digest better quality information on economic and corporate performance and government and healthcare policy. Progress in this second phase has been uneven but positive overall, much like the performance of the global economy.

Cautiously positioned

Click on the video below to hear Cornelian’s investment outlook for the months ahead and the changes they have made to portfolios to help minimise risk in the meantime, as well as ensuring they’re primed and ready to take opportunities as and when they arrive:

Got a question?

The Johnston Carmichael team is here to support you through. If you have any questions about your investments or other financial matters, please do not hesitate to contact me, Craig Hendry, or your usual Johnston Carmichael Wealth financial planner.

Please note: This communication should not be read as a financial advice. While all possible care is taken in the completion of this blog, no responsibility for loss occasioned by any person acting or refraining from action as a result of the information contained herein can be accepted by this firm.