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, ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

What have the UK's smaller companies ever done for us?

What have the UK's smaller companies ever done for us?

'Those that know where to look can unearth highly attractive opportunities'

Professional Adviser
clock 21 October 2024 • 4 min read
The top ten recommended MPS investments in 2024 so far

The top ten recommended MPS investments in 2024 so far

MPS expansion ‘has and will undoubtedly continue’, Defaqto insight manager says

Jen Frost
clock 16 October 2024 • 2 min read
Record inflows at Tatton drive AUM to £20bn

Record inflows at Tatton drive AUM to £20bn

Net inflows averaged £305m per month

Beth Brearley
clock 15 October 2024 • 2 min read