Paul Craig: Why investors must tread carefully as normality returns

Chasing returns 'not sensible appraoch'

clock • 3 min read

Markets have come a long way in a short time, writes Paul Craig. Here he explains why it is time to focus on quality assets that make up the 'middle 80%'

The market comparisons between now and twelve months ago could not be more stark. This time last year we were beginning to understand this was a virus that would be with us for some time, and that the economic impact was to be severe. But fast forward to 2021 and it would appear we have hit some kind of sweet spot in the markets and one where investors are benefitting. The mood music surrounding economic growth is ever improving with every vaccination carried out. Earnings are being revised upwards, dividends are returning and share prices continue to climb. Concerns around variants, ...

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