Moore Kingston Smith Financial Advisers: market outlook for August 2021

Each month, Moore Kingston Smith Financial Advisers Limited invites one of the leading Investment Management firms to provide us with a commentary on their current views on the markets. As a Chartered Independent Financial Advisory firm, we are not linked to any one financial institution and the recommendations we make are based solely upon the suitability of advice to best meet each client’s needs.

Please read the latest commentary to understand how the markets are impacting investments. The outlook highlights what is going on in the capital markets around the world and walks you through our investment partner’s perspective on a variety of investment topics.

This month we feature commentary from the Investment Manager, Psigma:

• The second quarter of 2021 was an unequivocally positive period for global asset markets
• The economy booms back: the biggest factor we need to analyse is how strong the economic growth of the world will be as we progress deeper into 2021 and the start of 2022
• Not all plain sailing: there are economic uncertainties further out in the next few years that concern us
• Portfolio positioning: inflation continues to be the dominant factor that we think about when constructing client portfolios

We discuss the above and more here.

In preparing this article, we may have used third party sources that we believe to be true and accurate as at the date of writing. However, we can give no assurances or warranty regarding the accuracy, currency or applicability of any of the content in relation to specific situations and particular circumstances.

Forecasts of future performance are not a reliable guide to actual results. Investment markets and conditions can change rapidly, and the views expressed should not be taken as statements of fact nor relied upon when making investment decisions. The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.