Market Comment | Jul 12, 2021
Q3 2021 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q2 and our outlook for the next 12-18 months.
The global economic revival is shifting into high gear heading into the second half. Developed economies are set to outperform their emerging market peers in 2021, owing to the comparatively aggressive policy response and the relative success of the vaccine campaigns in the developed world.
Related Insights
General
Aug 5, 2022
Global Asset Allocation Team Market Update – August 2022
The mood in the market improved in July amid speculation that a slowing global economy will prompt central banks to pivot their focus and cool the scale of rate hikes to tame decades-high inflation, which sparked a rally in both stocks and bonds.
Q3 2022 Investment Outlook & Portfolio Strategy