It looks like you're new here. If you want to get involved, click one of these buttons!
Global growth accelerated in early 2021, led by China and the U.S. The economic recovery from the pandemic appears set to broaden in the second half.
Despite strong growth, earnings expectations could be difficult to meet. But there may be potential for earnings outperformance in some non-U.S. markets.
Strong institutional demand for U.S. Treasuries is holding yields down. Fixed income investors may want to consider credit sectors for opportunities.
China’s tighter corporate governance standards, better capital allocation, and technical innovation are expanding the opportunity set for investors.