As the global economy continues to recover in 2021, there are a number of catalysts for investment portfolios that will be important to keep top of mind throughout the rest of the year.
Based on the views from our on-the-ground analysts and strategists around the world, this special 2021 Midyear Outlook provides RBC Wealth Management’s insights on the economy, equity and fixed income markets, currencies, and commodities.
Full report: 2021 Midyear Outlook
Global equity: Green light for economy and markets
As we enter H2 2021, all signs point to a continued economic improvement and no recession in the immediate future. Although a correction is always possible, we don’t view one as inevitable.
Global fixed income: The event horizon
The prospect of the Federal Reserve tightening monetary policy has swung back into view, prompting market volatility and raising concerns about support for the global recovery. Will the Fed’s policy moves encourage global central banks to follow suit?