Continuing with the nautical theme of ‘Unchartered Waters’ being applied as the theme of our last Blackwood briefing, our briefing title for July was “The final destination or just a port of call?”
As Lockdown eases, but where spikes have already occurred in Leicester, are we in for a ‘stop-start ‘ re-booting of the economy? The furlough scheme comes to an end in October, with the threat of a hard economic backlash. And yet, we have also seen since our last briefing, a big bounce back in the economy, and fund values. Why is this? Is there a disconnect between the markets and the real economy? What is likely to come next? Where are the opportunities?
For our July briefing, Max Thowless-Reeves was joined by colleague Richard Farmiloe, to discuss with our audience how they see the market and their strategies for Blackwood in the coming months.