May 2021 - Holdun
Do We Need to Fear Inflation?

Do We Need to Fear Inflation?

Market Summary More upbeat earnings, more market rotation, more tech woes. True to form, market participants continued to favour value and cyclical stocks despite a strong earnings season for many tech names. Inflation fears were dampened by a less than impressive...
Can Markets Go Even Higher?

Can Markets Go Even Higher?

Market Summary Another flat week for markets despite record-breaking earnings and continued signals of economic growth. The S&P 500 finished the week 0.04% higher, maintaining all-time high territory. Despite a more subdued end to the month, April was the fifth...