Market Updates
Q2 Global Research Economic Outlook - Forecasting economic growth, inflation and the impact on emerging markets

Q2 Global Research Economic Outlook - Forecasting economic growth, inflation and the impact on emerging markets

May 12, 2021

Prospects for global growth are improving but the unevenness of the vaccine rollout is creating divergences across different economies and sectors. In addition, rising fiscal debt and the possibility of inflation are looming in developed and emerging markets. If inflation becomes an embedded risk for a greater than expected rise in rates/yields, what will the consequences be on emerging markets in the near term and longer term? Hear insights from our global research economists, Sarah Hewin and Edward Lee.

Q2 Global Research Strategy Outlook - Assessing US exceptionalism and economic recovery

Q2 Global Research Strategy Outlook - Assessing US exceptionalism and economic recovery

May 4, 2021

Much talk lately has focused on the idea of US exceptionalism leading global recovery. At the same time, there are other economies that are also picking up across emerging markets, while some are falling behind. This is creating vast divergences across regions and sectors and performance of various financial instruments. In these complex times, what is the best investment strategy? Hear insights from our global research strategists, Eric Robertsen and Kaushik Rudra.