Market Updates

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.