Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific, explains the recent shift in tone in equity markets and discusses the key themes driving volatility.

Key Takeaways

  • As economies reopen, markets are grappling with uncertainty around inflation, earnings growth and the question of whether central banks are providing too much support at this stage of the recovery.
  • Bottlenecks in the supply of key materials will also likely affect stock prices in the months ahead.
  • While we expect volatility to continue, we think changes in market sector leadership and a broadening of stock market performance are signs of improving health for equities.

Equity Perspectives

Connecting you to the latest thinking from our equity teams.

Explore Now