Elizabeth Pfeuti, financial journalist interviews Lothar Mentel to gain his thoughts on the first quarter of 2021, portfolio positioning and performance, as well as both the short and long-term outlook for the economy in a year of recovery.

Q1 2021 investment review

11th May 2021

Q1 2021 – Portfolio positioning and performance

11th May 2021

May 2021 – the short-term outlook

11th May 2021

2021 – a longer term view

11th May 2021