Welcome to our 2021 Spring edition of Investment Perspectives

Spring has sprung and green shoots are already visible across most of the globe as economic activity begins to pick-up following successful vaccine programmes. We commented last quarter on the divergence between asset prices and the real economy. This has narrowed somewhat over recent months, with market activity now showing all the signs of a new start to the business cycle. While the impact of the pandemic is still observable, vaccines have been a paradigm shift in developed markets and consequently economic growth is expected to flourish over the summer months.

• In this edition of Investment Perspectives, Chris Arcari provides commentary and data on the quarter’s market activity in our latest capital markets update. 
• Dave Morton provides an overview of the benefits of carrying out a cost transparency exercise, outlining our work in this area and the services we can provide to clients to help them understand the full nature of their costs.
• Caoimhe Bain illuminates the growing emergence of alternative indices and outlines why they can be a good first step for clients on the responsible investment journey.
• Finally, Oriana Mezini discusses the value style of equity investing and whether it still deserves a place in an equity portfolio over the long-term. This will be the first in a two-part series of articles on the topic, so watch this space!

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