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As markets debate Fed policy, the key question is whether the central bank will still boost the cycle or lean against it. It all comes down to how policymakers react to inflationary pressures. We’re more in the camp of continued support.

As economies reopen, we’re likely to see two overlapping patterns – a ‘bungee jump’ driven by a focal point created by the resumption of activity as mobility picks up, and a more traditional ‘cycle’. The bungee jump is about the short-term displacement of activity as governments closed down entire economies by decree and deployed massive stimulus at the same time.

Our equity investment process is built on a robust principles-based sustainable philosophy, combining our expertise with high-quality data. Sustainable investors are acknowledging that material ESG factors influence investment returns, as we explain here.