In the October issue, we look at lingering inflation from global supply chain issues.
Find all of our insightful Investment Outlook articles for the past 3 years in one convenient location.
Though the global growth spurt may peak sometime this year, in this month’s Investment Outlook, we suggest the fundamental backdrop for equities remains positive. Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances.
In the June issue, we discuss: if equities are absorbing an inflationary side effect.
In the April issue we discuss seizing an opportunity in equities after the Ides of March.
In the March issue we discuss reflation continuing to drive the equity rally.
In the February issue we discuss: optimistic equity investors are positioned for a successful vaccine rollout and rising US inflation is a boon for “value” markets (e.g. the UK & emerging markets).
In the March issue of Investment Outlook, we discuss: Coronavirus may delay the global economic recovery, but not derail it.
In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East.