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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.

2021 Midyear Market Outlook

June 2021 / MARKET OUTLOOK

Positioning for a New Economic Landscape

Positioning for a New Economic Landscape

Positioning for a New Economic Landscape

Recovery is on track, but inflation pressures create risks

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

2021 Midyear
Market Outlook

Regional Outlooks

June 2021 / MARKET OUTLOOK

As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands in the Spotlight

As the Global Economy Recovers, Japan Stands...

Upbeat outlook as Japanese market is highly geared to global recovery

By Archibald Ciganer

Archibald Ciganer Investment Analyst

June 2021 / MARKET OUTLOOK

Gains Still to Be Found in Chinese Equities

Gains Still to Be Found in Chinese Equities

Gains Still to Be Found in Chinese Equities

Corporate earnings will likely be the focus after a post-pandemic recovery

By Wenli Zheng

Wenli Zheng Portfolio Manager

Webinar Replay

June 2021 / WEBINAR

2021 Midyear Market Outlook: Positioning for a New Economic Landscape

2021 Midyear Market Outlook: Positioning for a New Economic Landscape

2021 Midyear Market Outlook: Positioning...

Expert insights on the investment themes shaping markets in the second half of 2021.

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

By Robert W. Sharps, Justin Thomson & Mark Vaselkiv

2021 Midyear Market Outlook Infographic

Investment Ideas for
the Next 12 Months