A rotation in the winners and losers of the pandemic

In this episode, Tom and Mark take a look back at the big stories from the first quarter of 2021, namely the market reaction to the Biden administration, the rise in US Treasury Bond yields, the continued equity market recovery from the lows of last year and whether the rotation from growth to value stocks will continue into Q2 and beyond. They also discuss potential increase in US Corporate Tax rates, the economic impact of the blockage of the Suez Canal and the recent family office failure.