2021 Quarter 2 Market Outlook

Equity by Patrick Chang

So far, we have had a phenomenal first quarter where equity markets recorded positive year to date (YTD) returns led by strong inflows, improving economic data and lower number of COVID-19 cases globally. 

In this video, Patrick will cover:

  • An overview of the equity market’s performance so far in 2021
  • The Global Outlook for capital markets
  • Asia, ASEAN and Malaysia outlook
  • The strategy going forward

 

Fixed Income by Jesse Liew

The global bond market started off on a slower pace than previous years due to a couple of reasons:  

  1. Recovery & reflation driven by an expected large US fiscal package. 
  2. The tail-end of central bank interest rate cut cycle. While these factors hogged the limelight within the investment circle, the news on main street across the globe was that of the vaccine rollout.

In this video, Jesse will cover:

  • A review of fixed income performance in the first quarter of 2021
  • The outlook for fixed income 
  • The strategy going forward

 

Global Sukuk by Mohd Fadzil Mohamed

In the beginning of the year, Global Sukuk prices continued to rally, supported by continued inflows into Emerging Market Assets and rising oil prices.

In this video, Mohd Fadzil will cover:

  • Market review for Global Sukuk so far in 2021
  • Global Sukuk outlook