The beat goes on | 05 July 2021

Update: 2021-07-05

Description

In this week’s Market Pulse, Chief Investment Officer Bernard Swords reviews a strong Q2 for equity markets which saw a rotation in sector leadership and provides an update on our outlook for asset markets for the second half of 2021.

Comments

In Channel

Interest rate forecasts on the move | 13 December 2021

2021-12-1306:10

The Powell Pivot | 6 December 2021

2021-12-0606:04

Hit is painful, but no change to asset mix | 29 November 2021

2021-11-3005:38

Better US economic data should underpin equities | 22 November 2021

2021-11-2204:24

Moving more mid-cycle | 15 November 2021

2021-11-1506:37

Interest rate expectations facing a reversal | 8 November 2021

2021-11-0806:20

Moving towards mid-cycle type exposure | 1 November 2021

2021-11-0106:58

Earnings season off to a strong start | 18 October 2021

2021-10-1806:33

A weak end to Q3, but fundamentals have room to improve in Q4 | 11 October 2021

2021-10-1108:20

Markets unsettled with China’s Evergrande | 04 October 2021

2021-10-0405:24

Economy decelerating but still expanding | 27 September 2021

2021-09-2705:03

Will they (the Fed, taper), or won’t they? | 20 September 2021

2021-09-2006:03

Increasing exposure to US short duration assets | 13 September 2021

2021-09-1305:43

Slower growth narrative getting louder | 06 September 2021

2021-09-0605:47

Is it time to increase exposure to Asia? | 30 Aug 2021

2021-08-3007:24

Growth scared, should we be? | 23rd August 2021

2021-08-2306:36

Observations from the recent and brief turmoil | 26 July 2021

2021-07-2606:32

Still transitory | 19 July 2021

2021-07-1908:23

Growth worries seem misplaced | 12 July 2021

2021-07-1207:17

The beat goes on | 05 July 2021

2021-07-0508:31

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The beat goes on | 05 July 2021

#box-pro-ellipsis-176225424001337{-webkit-line-clamp:2;}The beat goes on | 05 July 2021

The beat goes on | 05 July 2021

The beat goes on | 05 July 2021