Market Update from the Global Asset Allocation Team – September 2021
Global equity markets churned higher in August, even as investors contemplated the fast-spreading delta variant, signs of cooling global growth, accelerating inflation, and the path for monetary policy.
Market Update from the Global Asset Allocation Team – August 2021
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.
Global Asset Allocation Team Market Update – July 2021
Sentiment wavered somewhat in June, with growing optimism on the reopening and the recovery at odds with fears about the emergence of the highly-transmissible delta variant.
Market Update from the Global Asset Allocation Team – June 2021
Investor optimism lingered-on in May as the post-pandemic global economic revival gained further momentum.
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.