Market update and key forecasts including Climate Change 2021. The reopening of the global economy, government stimulus and the release of pent-up demand should drive solid GDP and earnings gains over the remainder of this year and into 2022. Share prices should advance over the course of this year in anticipation.

• Climate change 2021: Drive to decarbonize the global economy – Fired by a fresh impetus to turn ambition into action, we’re seeing a turning point for this challenge, which should open up investment opportunities.
• Global equity: Propulsion system – The reopening of the global economy, government stimulus, and the release of pent-up demand should drive solid GDP and earnings gains over the remainder of this year and into 2022. Share prices should advance over the course of this year in anticipation.
• Global fixed income: A statement of confidence – Yields are rising in the U.S. and abroad, and we view that as a positive sign for the economic outlook.

Please click here for Global Insight Monthly March 2021.

If you enjoy reviewing themes in the format of charts. Click here to review the following themes, including: global growth conditions, COVID vaccinations, U.S. business cycle assessment, corporate earnings, equity risk premium, and data on S&P 500 all-time highs.

“The same boiling water that softens the potato hardens the egg. It’s what you’re made of. Not the circumstances.” – Unknown