Quarterly Market Cycle Review: Where are we at today?

As at April 2021

This is an exercise from the book: Mastering the Market Cycle in which the purpose is to understand the “temperature” of the current market and its future implications.

Everyone sees what happens each day, as reported in the media. But how many people make an effort to understand what those everyday events say about the psyches of market participants, the investment climate, and thus what should be done in response?

Below is my interpretation of the current market developments based on my understanding of the market as an investor and my experience with investors as an advisor.

I highly recommend that you run through this exercise as well and share with me your opinion!

Economy and Future Economic Outlook

The introduction and adoption of the COVID vaccine have accelerated the recovery progress as businesses and economic activity picks up across the globe.

The market has also seen more participant who is eager to invest in hopes to earn a better return on their savings after seeing the strong investment return last year.