European equities: the peak of pessimism is behind us
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There are reasons for optimism in 2021. Forget a U-shaped recovery; the letter we look for in 2021 is V, which stands for vaccine. Our baseline scenario is that vaccines roll out across Europe in early 2021, allowing business and consumer activity to start to return to normal. But even if there are delays and further lockdowns, the economic impact of Covid-19 should ease markedly in 2021.
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Uw succes is onze prioriteit
Miljoenen mensen wereldwijd laten het beheer van hun belegging aan ons over. Particuliere, professionele en institutionele beleggers vertrouwen in totaal 425 miljard euro (per 30 september 2020) aan ons toe. Wij stellen alles in het werk om consistent de financiële behoeften en doelstellingen van onze cliënten te vervullen. Uw succes is onze prioriteit.
Prosper van Zanten
Head of Benelux Distribution
Tel: +31 (0)2 262 4022
Website:www.columbiathreadneedle.com/nl
LinkedIn:Threadneedle Investments
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Our expert #Norman_Villamin explains why he prefers mining stocks over bank stocks for betting on a cyclical recovery. Find out more in his interview with @RohnerFuW from @FuW_News.
Vaccine rollouts are likely to take longer than expected, says UBP's expert @carcasall. Watch his interview on @BloombergTV to find out what this means for the economic recovery. http://bit.ly/210126-casanova
Which societal changes may become the new normal post-COVID? And how might you position your portfolios for the future? Join us 1/28 for a webinar discussion. CE Credit is available for #CFP and #CIMA designations. https://bit.ly/2YeYHC0