Mutual TrustJuly 14 2021

Mutual Trust’s Quarterly Market Outlook

1 min read

Written by Mutual Trust

Global growth continues to recover as economies emerge from the COVD-19 weakness of 2020, supported by strong earnings and accommodative monetary and fiscal settings.

Whilst the outlook for inflation is still not clear, the environment is broadly supportive of growth assets. Future long-term average returns for traditional asset classes are expected to be lower than in the past, with attractive risk-adjusted returns expected from non-traditional alternative assets.

This quarter, Mutual Trust focuses on the outlook for real assets, specifically, infrastructure. Please click here to access Mutual Trust’s Quarterly Market Outlook.

Mutual Trust’s emphasis is on the importance of diversified portfolios which are capable of protecting and growing capital over the long term under various economic and investment market outcomes. Mutual Trust maintains its current tactical positioning.