Strategy Note /
Global

It's All About The Timing

  • Happy Friday the 13th - Guess whose not scared? The global equity markets thats who...twin engine led by US & EU equity

  • We are approaching the seasonal turn when analysts & PMs start to focus on 2022 - what are they likely to see?

  • 2022 could bring a post Delta world, a world of synchronized global economic expansion, robust earnings and UW investors

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
13 August 2021
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