Our 2020 Annual Market Review is now available for download. A market performance and asset class commentary with data provided by Dimensional Fund Advisors. The aim of the Review is to give you a general overview of what has happened in the financial world over the past year and the impact this may have had on your investments. 

As a Clara Wealth Management client, we would also conduct a regular performance review and an assessment of whether your specific portfolio continues to be suitable to your goals.

The key takeaways for the year were that:

• Returns were positive across emerging and developed equity markets in pound sterling terms. 
• US equities outperformed emerging markets and other developed markets.
• UK equity returns were negative.
• Value stocks underperformed growth stocks in developed markets and emerging markets. 
• Small caps outperformed large caps in non-US developed and emerging markets but underperformed in the US. 
• Gilt returns were positive and outperformed global government bonds in pound sterling terms.
• Global government bond and global corporate bond market returns were positive in pound sterling terms.
• Within fixed income, realised term premiums were generally positive in the developed markets. Realised credit premiums were generally positive across developed markets for short- and intermediate-term bonds, but negative for long-term bonds.

You can download your copy via the link below:

2020 Annual Market Review

For a commentary on this years unprecedented events and how they impacted the market over the year. Please take a look at:

Looking Back At An Unprecedented Year

For further information on our investment philosophy, please take a look at:

An Exceptional Value Premium
The Difficulty Of Timing The Market
Evidence Based Investing

Please contact me at Clara Wealth Management at contact@clarawealth.co.uk or on 0207 097 4968 if you want to find out more or have any comments.

Past performance is not a reliable indicator of future performance. The value of investments may go down as well as up and you may get back less than you invest.