Multi-Asset Perspectives

Gears

Inflation Throws Sand in the Gears, but Markets Poised to Grind Higher on Potent Policy

July 12, 2021

We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.

Crystal Ball

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support.

Globe with light reflecting

The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.

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The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

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Slow Progress Better Than No Progress

February 19, 2021

Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.

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Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the COVID-19 pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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