A rotation in the winners and losers of the pandemic

In this episode, Tom and Mark take a look back at the big stories from the first quarter of 2021, namely the market reaction to the Biden administration, the rise in US Treasury Bond yields, the continued equity market recovery from the lows of last year and whether the rotation from growth to value stocks will continue into Q2 and beyond. They also discuss potential increase in US Corporate Tax rates, the economic impact of the blockage of the Suez Canal and the recent family office failure.

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The Investment Insights podcast brings you the thoughts and views of Julius Baer's UK investment team on today's markets. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.