Five investment considerations for the second half of 2021

As we enter the second half of the year it is important to take stock of upcoming themes that may impact portfolios.

Five key considerations are:  Inflation concerns linger, but not enough to derail: In the developed world, the easing of virus-related restrictions is resulting in a surge in demand. Supply is struggling to keep pace and the result has been meaningful upside inflation surprises in many regions. As the market looks to the second half of the year, it is questioning whether the surge in growth and inflation will prove transitory. Or indeed whether we will go back to the sluggish growth and low inflation that was evidenced in the last expansion.  We believe growth will remain strong as co...