Monthly Investment Outlook - August 2021

Once US interest rates start rising, will it be a case of a rising tide lifting all boats, or will there be some that run aground?

 In this month's memo we:  

   
• Take a look at the effect of rising interest rates on bonds and equities in emerging markets, with a focus on Chinese Equities
   
• Examine the effect of the Fed's delay in tightening measures
 
• Explain why we see a potential red flag in equity markets
 
• Take a look at why investors should not rely solely on liquidity-driven opportunities
   

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