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Midyear 2021 Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

July 13, 2021

 

 

Video Highlights:

  • Private consumption will continue to power growth.
  • Pandemic-induced supply constraints and associated price pressures will likely be transitory.
  • The likely future path of monetary policy.
  • Real U.S. interest rates will remain deeply negative, providing a risk-friendly backdrop for investors.
  • Finding high-quality income remains a priority across all our strategies.

 


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VIDEO

Midyear Outlook 

Midyear Outlook

Brian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.

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