Recent gains in global stock markets have brought optimism for economic recovery. While the way the pandemic evolves over the next 18 months will impact the economy’s short-term recovery, what scenarios are likely in the medium-term? And what will the investment implications be?
In his June commentary, Todd Mattina, Mackenzie’s Chief Economist and Co-Lead of the Mackenzie Multi-Asset Strategies Team, discusses these three key post-crisis issues:
- The economic outlook for the next 18 months and the likely speed of any recovery.
- Potential medium-term economic scenarios, ranging from stagflation to V-shaped recovery.
- The investment implications of each scenario and ways to improve performance in different economic environments.
Read Todd’s outlook for recovery in his June commentary, “After the Pandemic: Economic Scenarios in the Post-Crisis World.”