Partner Insight: The vaccine rollouts impact on investment fundamentals

Hardeep Tawakley
clock • 1 min read

With 2021 set to mark the end of Trump, Brexit and perhaps even Covid-19, investor uncertainty will likely dissipate as the year continues according to Liontrust's head of multi asset, John Husselbee.

Talking to Investment Week as part of the World Market Review, Husselbee and senior investment manager in the multi-asset team, Nathan Sweeney, believe that this means investors can finally, to some extent, see what lies ahead for the economy.

"This year is probably the beginning of the end of Trump, Brexit, and perhaps now with the vaccine in place, Covid-19 too. What this does is remove a lot of uncertainty for the market…. [and] you can start to see where the road lies ahead. Investors are focusing again on the [investment] fundamentals; less of what ‘might' happen and more on what ‘should' happen from here."

To hear the full interview, including their views on the inflation outlook in 2021, click below.

More on Investment

Stories of the week: Defence spending, the FCA, and Brickwood

Stories of the week: Defence spending, the FCA, and Brickwood

The German election, Unilever, and UK GDP: The biggest stories from the world of investment and asset management this week

clock 28 February 2025 • 1 min read
Partner Insight: Uncovering the rich tapestry of emerging markets

Partner Insight: Uncovering the rich tapestry of emerging markets

Global emerging markets comprise a large and varied selection of economies and companies. And yet they are often treated as a homogeneous asset class. We seek to debunk some of the misconceptions about emerging markets and unveil the diverse range of potential opportunities they offer, says M&G Investments.

M&G Investments
clock 28 February 2025 • 3 min read
M&G's Matcham: Concentration risk, consolidation and 'reframing' the active debate

M&G's Matcham: Concentration risk, consolidation and 'reframing' the active debate

Building on history of innovation

Katrina Lloyd
clock 26 February 2025 • 6 min read
Trustpilot