The estimated ARC Index results for November are now available.

Bubble Bubble Inflation Trouble

01/11/2021

Performance for most private client investors thus far in 2021, despite the pull-back in equity markets that began in September, has been ahead of long-term averages. However, the backdrop has been one of increasing nervousness over earnings growth forecasts and equity market valuations. Throw in a negative return from bond markets year-to-date reflecting concerns over rising inflation and, with apologies to the three witches on the heath, the mood of many investors might be summed up as “bubble, bubble, inflation trouble”.

Bubble Bubble Inflation Trouble

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