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5.08.2021  

Asset Class Return Forecasts - Q3 - 2021

Published August 5, 2021

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ABSTRACT


The first half of 2021 has been witness to exceptional growth in demand fueled in large part fiscal stimulus and waning Covid-related restrictions. Latest data release indicates the major economies may be at the onset of high-water mark of economic acceleration and the growth will slow down worldwide. Uncertainties of future cash infusions paired with ebb and flow from Covid re-openings are likely to be further headwinds to further short-term demand acceleration.

Over the long-term, we confirm a moderation in the trends for all macro and financial. While short to medium-term concerns over inflation volatility remain, we believe it will mostly remain anchored to policy targets under the watchful eye of the monetary authorities.

 

To find out more, download the full paper


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