In this webinar, STANLIB’s Global Balanced fund managers from Columbia Threadneedle Investments, Alex Lyle, Adrian Hilton and Felicity Long, provide insightful views on the key factors influencing markets and how they are positioning portfolios accordingly. Some of the key factors include the roll-out of effective vaccines; the willingness of households and companies to spend the savings they have accumulated; the extent to which inflation poses a sustained threat; and the scale and mix of policy stimulus.