Heward Global Leaders Investment Strategy

21 Oct
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Paula Midena

We wrote in August that we were concerned about the potential for a pullback in global equity and fixed income markets in the months ahead and came to believe then, that the stock market was being too complacent about the impacts of the Delta variants and the collapse in consumer confidence and business confidence – two measures we watch closely for the “health” of the US economy.

Investment Strategy Update- Q3 2021 F