Weekly Market View (2 July 2021): Much ado about nothing?

Concerns about the longevity of the economic expansion, new COVID-19 variants and Fed policy are likely overdone. We see the recent gains in Developed Market government bonds and in Growth-style equities as opportunities to rotate into our preferred risk assets.

Speakers: 

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank