Summer lull coming for equities? 5 months ago

Our CIO Daniel Egger spoke with the WSJ’s Will Horner about the prospects for equities in the coming months.

Will there be a temporary correction, also known as “air pocket”, in equity markets over the summer? Based on our inflation expectations, we take the view that commodity producers have more room to run in the medium term, potentially after some zigzagging in the short term. Read the full article here (behind paywall).

 

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