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Reasons for Optimism
Corporate • Jul 28, 2021
In his mid-year market recap, Wayne Gillespie, Director & Senior Portfolio Strategist, provides his take on one of the strongest first half’s in history, while suggesting caution going forward as the global economic recovery continues to unfold.
Here are a few highlights:
- North American markets powered to record highs in first half of 2021
- Rotation into value stocks remains a key theme
- Earnings expected to remain strong in the second half of the year
- International markets are expected to outperform
- Pandemic-related setbacks remain a significant risk
- Inflation a concern but talk of an early interest rate hike likely premature
“Looking forward, we still like the pandemic recovery scenarios, which favour equities over bonds, more specifically value equities over growth equities.”
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