2021 Midyear Market Outlook
Hear our Chief Investment Officers' midyear market outlook–including insights to help prepare investors for the second half of 2021 and beyond.
The global economic recovery from the coronavirus pandemic appears poised to broaden in the second half of 2021. But equity valuations are historically high, and earnings expectations could be hard to meet even if economic growth remains strong. Higher bond yields could create potential income opportunities in some credit sectors.
Building a Sustainable Recovery
Creativity in an Era of Rising Yields
A Focus on Earnings Growth
China: Too Big to Ignore