Description
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.
Learning Objectives:
- 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.
Speaker(s):
- David
P. Kelly,
PhD, CFA,
Chief Global Strategist and Head of the Global Market Insights Strategy Team,
J.P Morgan Asset Management
