In a slightly different format to usual, Juliet Schooling Latter and Darius McDermott discuss the major issues impacting markets in the first quarter of 2021. They explain the rising yield curve and why it matters for investors and outline why value has started to outperform growth. With social media groups influencing stock markets they also discuss how fund managers have dealt with the investment activism, before revealing the story behind the semiconductor shortage.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.