04 Aug 2021

Global Asset Allocation Viewpoints, 3Q 2021: Navigating global markets in transition

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by Todd Jablonski, CFA, Chief Investment Officer
Seema Shah, Managing Director, Chief Strategist

The economic recovery continued to accelerate during the second quarter. Decisive monetary and fiscal policies, strong growth, and increasing vaccinations have helped drive an unusually sharp recovery in risk assets from their COVID-19 lows last year. However, inflation concerns and uncertainty around central bank policy going forward has disrupted the risk-on sentiment that dominated markets the first half of the year. Download the 3Q 2021 Global Asset Allocation Viewpoints to read our perspectives.