SUMMARY
Cases of the delta variant of COVID-19 are rising just after we have reached a “peak” in global economic growth. We believe that neither of these major issues are crises, but both suggest that important shifts in portfolios are necessary.
Cases of the delta variant of COVID-19 are rising just after we have reached a “peak” in global economic growth. We believe that neither of these major issues are crises, but both suggest that important shifts in portfolios are necessary.