[Outlook-in-Five] Q3 2021 - Key Themes to Watch

Moving into the second half of 2021, investors will need to navigate an environment where the global economy continues to expand, but at a slower pace, and policymakers are expected to start staging their gradual exit from record levels of stimulus. This will call for a much more selective investment approach compared to the earlier stage of the post-pandemic recovery, when the powerful thrust of coordinated monetary easing by central banks worldwide drove a broad market rally. In our latest podcast, Eli Lee, Head of Investment Strategy at Bank of Singapore, shares the key themes which investors should watch for in Q3 2021. Tune in to find out more…