2021 Global Multi-Asset Outlook

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2021 Global Multi-Asset Outlook

Uncovering Opportunities Amid the Recovery

Markets are entering the new year optimistic about the successful development of vaccines to combat the spread of COVID-19, seeing the news as a light at the end of the dark tunnel that was 2020. The extreme enthusiasm, however, has driven many markets to record highs, extending valuations and creating a rotation toward cheaper stocks in more cyclically …

Key Insights

• The year ahead will likely be defined by how quickly vaccines can combat COVID-19’s spread and unlock the global economy.
• The global recovery should create a broadening of investment opportunities and rotation toward more cyclically oriented regions and sectors.
• Post-pandemic winners and losers will emerge as consumers, businesses, and economies adapt to the new environment.