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

As the global economy emerges from the pandemic, central banks are starting to reduce emergency stimulus.

Canadian growth expectations, like the U.S., are outperforming this year, which is benefiting earnings expectations.

Fears of deflation have since morphed into fears of overheating after unprecedented increases in monetary and fiscal stimulus in a short amount of time and growing supply shortages.

The vaccine rollout is accelerating, and further U.S. fiscal stimulus remains on track to be delivered soon, which is helping lift growth expectations.

To build back better post-COVID in support of a more resilient economy and businesses, we need to put the interests of women at the heart of the recovery.