Insights

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 second quarter got off to a roaring start. Investors welcomed the latest wave of robust economic and corporate earnings results, while an accelerating vaccine campaign stoked confidence in the global economic outlook.

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

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