As we enter the third quarter, the economic landscape is dominated by two surges – a fiscal surge and a vaccination surge. In combination, these surges should lead to much stronger economic growth and higher inflation. A key question for investors, however, is whether this will fuel a continued back up in long-term interest rates or a market correction in areas of the markets that look frothy. As the pandemic winds down, investors will likely once again focus on longer-term issues such as sustainable investing and the relentless growth of the Chinese economy and capital markets.
Discover how global markets and economies can affect investors and the potential impacts on portfolios.
Identify both timely and long-term trends in the markets and global economic landscape.
Chief Global Strategist and Head of the Global Market Insights Strategy Team,
J.P Morgan Asset Management