Nerves of steel: Hyper-sensitive markets could falter unless they face headwinds head on

Pro-risk positioning makes sense in recovery

clock • 4 min read

Last year’s rally in risk asset classes has carried over into 2021, with global stocks and credits at all-time highs. Alongside rising markets, some analysts have now begun to question whether we are in bubble territory. We think that's premature.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

Market Movers blog: US markets topple at the open as Iran strikes continue

Market Movers blog: US markets topple at the open as Iran strikes continue

Latest news and analysis

Investment Week
clock 20 March 2026 • 1 min read
Friday Briefing: Oil, oil and less oil

Friday Briefing: Oil, oil and less oil

Friday Briefing

Cristian Angeloni
clock 16 March 2026 • 3 min read
Fund managers point to buy-the-dip opportunities in Asia

Fund managers point to buy-the-dip opportunities in Asia

‘Upbeat’ despite risks

Maria Nicholls
clock 12 March 2026 • 3 min read
Trustpilot