Investors buoyant as we head into the second half of 2021

In this edition:

• Investors are heading into the second half of 2021 in a buoyant mood after an encouraging first half of the year for markets, supported by accommodative policy and rising growth expectations.
• Though the global growth spurt may peak sometime this year, the fundamental backdrop for equities remains positive.
• Private consumption, the driving force for the GDP expansion and company earnings, is underpinned by healthy finances.
• Higher inflation is the biggest risk factor, potentially creating more market volatility.

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