Market Commentaries | July 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.

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Market Commentaries

June 8, 2026

Global Asset Allocation Team Market Update – June 2026

Investor sentiment thrived in May, with unrelenting enthusiasm around the artificial intelligence (AI) boom and lingering hopes for a truce between the United States and Iran buttressing risk appetite.

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