Concerns over higher interest rates appear overstated for now
Growth is likely to surprise on the upside this year, laying a solid platform for corporate earnings growth for those companies that manage their cost bases well. Jobs and wages are likely to grow strongly and households are likely to release pent-up demand using up...
Investors should be alert to the shifting economic environment
Fundamentals are strong given rebounded output with business and consumer balance sheets in good shape. Vaccines, rapid testing, quarantine procedures and mask wearing have made it possible to live alongside the virus. The strongest period in the rebound is now...
Quality and diversity counter uncertainty and high-flying markets
Delta’s rapid propagation is likely to prompt more dramatic restrictions on movement as the northern hemisphere winter approaches, particularly in areas with low vaccine take up. Still, the economic impact will be nowhere near as severe as in the first half of 2020....
Recovery to remain surprisingly strong
The strength of global economic activity has been surprising many in recent months and is likely to continue to do so as the year progresses. The downturn last year was not due to a collapse following unsustainable build-up of internal imbalances. The Covid-19 medical...
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