Skip to Main Content

Weekly newsletter |16 April 2021| Goldilocks is back

Aarinder Lidder - Apr 17, 2021

Goldilocks is back

Welcome to our weekly newsletter where I discuss what’s been going on in investment markets.

April is the start of the second quarter of 2021. It has started in a very positive mood. If you look at America for example, the S&P 500 has pushed above 4100 for the first time ever. We’re seeing new all-time highs. The Dow Jones has seen more new all-time highs; it seems to be on a relentless march higher since mid-February. This is where we saw the reflation trade take over. We saw the Dow Jones typically outperform the NASDAQ 100, because those tech companies were getting hit, when the 10-year US Treasury yield was rising.

Click here to read the article