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VOLUME 13 | ISSUE 4 | OCTOBER 2021
INVESTMENT LETTER FROM THE
CHIEF INVESTMENT OFFICER
page 2
STRATEGY page 4
THE WORLD AWAKENS
OUARTERLY WHEN RUBBER HITS
THE ROAD
page 6
THE WORLD
AWAKENS page 4
U.S. ECONOMIC OUTLOOK: EMERGING MARKETS: BIDEN’S AGENDA:
FISCAL POLICY BEYOND THE AN UNEVEN RECOVERY DEFINING FALL POLICY SPRINT
PANDEMIC page 12 INFRASTRUCTURE, FISCAL CLIFFS, AND
page 8 AMERICA’S GLOBAL ROLE
page 16
