Market Commentary on Q1’2021: Reaching Out for the New Inflection Points?

In its latest market commentary on the Q1’2021 results season, Kirkow Consulting GmbH & Co KG highlights three key discussion points which reflect best the current market sentiment, although some of these themes will clearly remain major focus points for investors and analysts when going into the half-year results season:
a) to what extent Q1’2021 can really be compared with the same period last year;
b) various companies trying to talk up the potential economic recovery over the summer, albeit remaining extremely cautious with their outlook for the full-year 2021; and
c) a clear indication that investors and analysts have become more interested in investment for future growth.

The outline of our short analysis follows the following structure:

• Inflationary pressure
• Market volatility
• Shareholder activism
• Strategy change

You can find the full „Market Commentary on Q1’2021“ here.