Investment Outlook July 2021

Author: CRAIG BURELLE, VP, Senior Macro Strategies Analyst and MATTHEW NOVAK, CFA, Senior Research Associate


Even with high valuations, we believe earnings growth can beat consensus expectations. In this environment, we’re not shying away from the risk-on trade.

Related posts

Fundamental Income: A Total Return Strategy Derived from Long-Term Contractual Cash Flows

InvestingChannel

Beyond the Label: An Assessment of the Green Bond Market

InvestingChannel

Top Ten Reasons Emerging Markets Poised to Rally in 2020

InvestingChannel

It’s All About the Algorithm: Three Ways to Assess AI in Investment Strategies

InvestingChannel

Thornburg’s 2020 Outlook

InvestingChannel

Advisory Firms in 2030: Growth by Specialization

InvestingChannel