Multi-Asset

June Monthly MAST Commentary: From Recovery to Expansion

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.
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Multi-Asset

Positioning for Peak Growth and High Inflation

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

New highs for S&P 500: Don’t be afraid of heights

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