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Midyear Market Outlook 2021
Positioning for a New Economic Landscape
 
The economic recovery underway is as historically unique as the recession that preceded it, and managing to the other side of the pandemic has required unprecedented fiscal spending and monetary accommodation. Our investment experts discuss what this sequenced and uneven global recovery will look like, highlighting where they identify potential opportunities and risks for investors.

In this Midyear Market Outlook we share the key themes we believe will form the foundation of a new economic landscape: building a sustainable recovery, a focus on earnings growth, creativity in an era of rising yields, and China’s evolving role.