Recovery Risks at Mid-Year 2021

ABOUT US : Collapsed
INVESTMENT STRATEGIES : Collapsed
FINANCING SOLUTIONS : Collapsed
INSIGHTS : Collapsed

Recovery Risks at Mid-Year 2021 

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Tani Fukui David Heslam David Richter
JUL 13, 2021

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The global economy has come a long way since the depths of the pandemic recession in 2020. The Great Recovery of 2021 has so far been volatile and difficult to navigate. The remainder of the year could be at least as difficult with the added stress of potential Central Bank actions, which themselves are highly dependent on ever-changing data signals.

Although forecasting is particularly difficult at this moment, we maintain a set of baseline assumptions as follows.