Global Market Outlook 2021 from Russell Investments
Posted: April 1st, 2021, 5:30 pm
Russell investments have released their Q2 global outlook.
Vaccines and U.S. stimulus have the global economy on track for a strong rebound in lhe second half of 2021.
We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-U.S. over U.S. stocks.
https://russellinvestments.com/uk/globa ... 61ffe7188c
Seems reasonable to me, although their prediction that inflation will not rear its ugly head until 2023 may be optimistic.
Any thoughts?
Vaccines and U.S. stimulus have the global economy on track for a strong rebound in lhe second half of 2021.
We expect the reopening trade to favour equities over bonds, the value factor over the growth factor and non-U.S. over U.S. stocks.
https://russellinvestments.com/uk/globa ... 61ffe7188c
Seems reasonable to me, although their prediction that inflation will not rear its ugly head until 2023 may be optimistic.
Any thoughts?