SPEU - Q2 2021 Equity Manager Report: Volatility Providing Opportunities For Skilled Managers

• Our newly released findings from the second quarter of 2021 indicate that the volatility surrounding the recent reversal in market sentiment is creating additional opportunities for skilled managers.
• We expect this to remain the case in the months ahead as concerns over inflation and the spread of the delta variant of COVID-19 are likely to make for a continued unequal - and somewhat bumpy - recovery.
• Ultimately, however, we believe that both the sentiment and fundamentals for a global economic recovery remain intact.

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