Insights

Unprecedented. Extraordinary. Uncertain.

Learn more Private Alternatives Outlook 2021: The New Normal?

Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.

Learn more Market Update from the Global Asset Allocation Team – August 2021

Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.

Learn more Market Update from the Global Asset Allocation Team – June 2021

Optimism flourished in November and global equity markets soared to new highs after some encouraging reports of progress on the vaccine-front, which raised the prospect for an end to the pandemic and emboldened expectations for a rapid recovery in growth.

Learn more Market Update from the Global Asset Allocation team – December 2020

The reflationary trade gathered some notable momentum in February as investors braced for massive US fiscal spending, which emboldened calls for a sharp revival in growth as global vaccinations accelerated and coronavirus infections receded.

Learn more Market Update from the Global Asset Allocation Team – March 2021