The August-October period tends to be seasonally lacklustre for equity markets, but this year we are focussing on three key issues. The UK experiment with the idea of living with COVID-19 after adequate vaccinations could show the world a path out of the pandemic.
Corporate Q2 earnings are another bellwether. Sustained positive surprises should help equity markets continue to climb the ‘wall of worry’. Finally, we expect policymakers to stay accommodative, sustaining the global economic expansion..
Speakers: