The growth outlook has clouded over of late, prompting a more sober assessment of near-term prospects. But we see plenty of reasons why investors should not be in a hurry to give up on this cycle, and equities should deliver worthwhile returns over the coming 12 months.

In this week's issue...

• Food for thought – Technology-driven solutions offer the promise of feeding a growing global population while limiting the burden on the environment.

• Reassessing the playing field – As the delta variant spreads and U.S. inflation persists, Eric Lascelles, RBC Global Asset Management’s chief economist, gives his thoughts on the economy and how long the growth cycle could last.

• Global equity: Adjusting to the adjustment period – The growth outlook has clouded over of late, prompting a more sober assessment of near-term prospects. But we see plenty of reasons why investors should not be in a hurry to give up on this cycle, and equities should deliver worthwhile returns over the coming 12 months.

• Global fixed income: Not so fast? – Downside risks posed by the COVID-19 delta variant have global central banks tapping the brakes on policy plans. Now the question is whether the Fed will also be forced to bunker down in risk management mode.

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“Do not forget, some give little, and it is much for them, others give all, and it costs them no effort; who then has given most?” - Knut Hamsun, Pan