Equity Market Reset

Equity Market Reset

Written by Charlie Floyd 

 

Despite the ongoing Covid-19 pandemic, the global economy has shown remarkable resilience, and equities markets have come roaring back from their downturn in early 2020.   

 

Tim Hayes, the Chief Investment Strategist at Ned Davis Research, says the equity markets are in a continuing secular bull market. However, he says investors need to worry about temporary market downdrafts as a result of concerns about rising interest rates, a slowdown in corporate earnings growth, and the emergence of some excessive valuations.  

 

Meanwhile bonds may be approaching the end of their decades long secular bull market, and conversely, commodities may be emerging from their bear market. What lies ahead? Hayes will review the interplay of the forces at work in the real economy and financial markets at the Sovereign Investor Institute’s Global West Government Funds Roundtable.  

 

During this live event, to be held in London on 14 - 15 September 2021, Hayes will not only offer his views on opportunities in the equities markets but also assess the outlook for bonds, commodities, gold and the U.S. dollar. 

 

If you are interested in attending this session or would like to see the full agenda for this event please visit the event website.