Positioning for a New Economic Landscape

The economic recovery from the pandemic is poised to spread further during the second half of the year, but this new landscape poses several critical questions. A key factor is whether the growth will be strong enough to meet optimistic earnings expectations without fueling sustained inflationary pressures. It’s crucial you know what types of risks are on the horizon so you can make smart choices for the months ahead.

Read this article now to get insights on how rising yields don’t just pose obvious risks, but also could create potential opportunities. You will also learn:

  • Which factors to look at for signs of a sustained recovery
  • How good signs from earnings growth could be tempered by subdued return prospects for equities
  • Why you should embrace creativity in an era of rising yields
  • Why you cannot ignore China

Make sure you get a full picture of what may be coming next before you start making decisions.

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