17th May 2021
Return of the consumer (51 minutes)
51 minutes CPD
2021 – how do we move on from the year that never happened? 2020 – the year that never happened, or perhaps one we could like to forget? We saw economic activity dry up in 2020 with fewer consumers buying and few companies investing. However your choose to remember it (or not), it had a dramatic effect on the global economy and no doubt will have a lingering effect in 2021.
On this session, Cat McInally and Kirsty Anderson, Business Development Managers covered off the main investment themes for 2021. In particular they focused on the theme of inflation and the potential outcomes. There are two main trains of through around inflation for 2021. One camp will tell you inflation is dead, while others are increasingly vocal about how they believe inflation is set to return. They discussed both sides of the argument and what this may mean moving forward for your client’s portfolios, their retirement income planning and other tax wrapper advice issues.
Learning Outcomes – to demonstrate an understanding of:
- Key investment themes for 2021 with a particular focus on inflation
- The theory behind the arguments ‘for and against’ the return of inflation
- How this may impact client portfolios, retirement income planning and other tax wrapper considerations