June 2021 / WEBINAR
2021 MYMO replay: Positioning for a New Economic Landscape
Expert insights on the investment themes shaping markets in the second half of 2021
In this 2021 Midyear Market Outlook webinar replay Rob Sharps, Justin Thomson, Mark Vaselkiv and Ritu Vohora discussed key forces driving markets:
- Global growth accelerated in early 2021, led by China and the U.S., and is set to broaden in the second half of the year
- In the U.S., earnings expectations could be difficult to meet despite strong growth, whereas there may be potential for earnings outperformance in some emerging market countries
- Fixed income investors will need to get creative, and may want to consider credit sectors for opportunities
- China’s tighter corporate governance standards, better capital allocation, and technical innovation are expanding the opportunity set for investors.
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