Yan Arsenault CFA®, CAIA, Chief Investment Officer
Inflation and China seem to be the common theme of the third quarter. Economic growth decelerated during the third quarter, but from very high levels. Even though COVID-19 vaccinations became more available (helping further ease restrictions on mobility), uncertainty related to monetary and fiscal support combined with ongoing labor and supply shortages led equities to slightly underperform bonds during the past three months.
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Yan Arsenault CFA®, CAIA, Chief Investment Officer
