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For almost a year now, the seemingly endless support of the central banks, as well as one fiscal package after another, has fuelled an equity market boom that is unparalleled by historical standards. Currently, it seems as though everyone is talking about a persistent reflationary environment. What is the effect on the portfolio construction of a multi-asset fund?

At the beginning of January, the time had finally come – the transition period of the Brexit Agreement ended and the United Kingdom left the EU for good. This not only made the UK a third country and fundamentally altered the relationship between it and the EU, it also changed the UK’s access to the EU’s single market.

Although the Brexit agreement has only been in force for a short time, it has already had an impact on the financial sector.

Andrea Siviero, Investment Strategist at Ethenea Independent Investors, on the Democrats' double victory in the Georgia Senate run-off elections.

Although 2020 has been a turbulent year, ETHENEA's investment experts are looking positively to the future. In our outlook, our Portfolio Managers explain what developments they expect for 2021.

Andrea Siviero, Investment Strategist at ETHENEA Independent Investors, gives his assessment of the US election and its impact on the financial markets.