At the start of the new quarter, Steven Shepherd and Brittany Baumann of the Multi-Asset Solutions Team offer a timely update on their portfolio strategy, explaining which positions could benefit in a reopening trade – and beyond. Our experts dive deep into equities and fixed income, discussing their views on regional allocation, persistent strength in small caps and rising bond yields. They also touch on recent economic data from the US and Canada, which may foreshadow market movements yet to come. 

Speakers: Steven Shepherd, Director and Portfolio Manager, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team 

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

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