The Mood of the Market Is Fading Optimism - a podcast by Lori Calvasina

This week in the podcast, we run
through the results of our 2Q21 US equity investor survey, conducted June 22nd
– 29th. The respondents were mostly US focused and based portfolio managers.
All were institutional investors. The big things you need to know: Overall, US
equity investors remained optimistic, though optimism did fade a bit relative
to our late March survey. Cash deployment and economic outlooks are strong,
though valuations, margins, inflation, COVID variants, the Fed, and Washington
policy are all weighing on sentiment. Interest in reflation trades is also
fading.

Further episodes of RBC's Markets in Motion

Further podcasts by Lori Calvasina

Website of Lori Calvasina