October 15, 2021
While the Delta variant strain of COVID-19 seemed on the verge of tempering the economic recovery during the third quarter of 2021, recent signs have indicated investor optimism. Meanwhile, notable economic dislocations like supply-chain bottlenecks and labor shortages extended the inflation threat and negatively affected recent manufacturing and services data in both the United States and the euro zone. China’s regulatory crackdown has made headlines and affected stocks One large question for global asset allocators may be: With so much still in flux globally, where are the true pockets of opportunity in the post-pandemic landscape?
This investor roundup looks at these and other developments across the capital markets. Included are commentaries on efforts to overcome the “pain trade,” a look at China’s regulatory crackdown, and a discussion of the breakthrough of alternatives and other private market opportunities.
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