Investment Insights
Monthly Investment Outlook - August 2021
Table of Contents
Once US interest rates start rising, will it be a case of a rising tide lifting all boats, or will there be some that run aground?
In this month's memo we:
Take a look at the effect of rising interest rates on bonds and equities in emerging markets, with a focus on Chinese Equities
Examine the effect of the Fed's delay in tightening measures
Explain why we see a potential red flag in equity markets
Take a look at why investors should not rely solely on liquidity-driven opportunities
