Q1 2021 Market Review
A market performance and asset class commentary.
Written by Patryk Dyjecinski

IFA and Founder of Clara Wealth

Our Q1 Market review is now available for download. Each quarter we share 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 last three months 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 third quarter were that:

  • Returns were positive across developed equity markets and emerging equity markets in pound sterling terms.
  • Value stocks outperformed growth stocks in developed markets and emerging markets.
  • Small caps outperformed large caps in developed and emerging markets
  • UK stocks outperformed global stock markets.
  • Longer-term bonds generally underperformed shorter-term bonds.
  • Corporate bonds outperformed their duration-matched government counterparts.

You can download your copy via the link below:

Q1 2021 Market Review

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.

All-Time-High Anxiety

All-Time-High Anxiety

Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But shares are not heavy objects kept aloft through strenuous effort. They are perpetual claim tickets on companies’ earnings and dividends.