Leaders in Responsible Investment

Investors had little positive news in September and global equities ended their seven-month positive streak.

Economic normalization has made substantial progress in North America when looking at economic activity as there remains very few restrictions on the economy.

With expectations for strong growth building up in recent months, macro uncertainty and investors’ fear about the S&P 500 have normalized to near pre-COVID-19 levels.

Supply shortages are fueling inflation fears, but with global trade thriving, we think supply shortages are mostly driven by the consumption binge of U.S. consumers.

That is the question that continues to dominate markets.

Two concerns are top of mind for investors: inflation overheating and peak economic growth.