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Risky assets continued to yield great returns over the summer despite uncertainty stemming from peak growth, the delta variant and the inevitability of monetary tightening sooner or later.
Overall, the above reasons will likely cool off the relly, but not reverse it. Moreover, we think earnings growth is likely to remain stronger than average for some time to come due to a renewed vigour in public and private investments. In total, the investment environment continues to favour equities over fixed income.
What does that mean for your investment strategy?
Find out by reading the September edition of the Global Asset Allocation Strategy