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2021 Global Multi-Asset Outlook

2021 Global Multi-Asset Outlook

🕔08:31, 27.Jan 2021

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 …

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Welcome back Ms Yellen!

Welcome back Ms Yellen!

🕔15:48, 26.Jan 2021

Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the verge of being overwhelmed, particularly in the UK and the US.

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Vaccines: Israel and the UAE show the way forward

Vaccines: Israel and the UAE show the way forward

🕔14:51, 26.Jan 2021

With vaccines having been rolled out to combat the global pandemic in late-December, perhaps unsurprisingly, two wealthy, small nations – Israel and the UAE – are among the global leaders in deploying them to their domestic populations.

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Glimpses of light at the tunnel’s end

Glimpses of light at the tunnel’s end

🕔16:03, 25.Jan 2021

After a rollercoaster 2020 for European high yield markets, 2021 looks set to be more stable. Fears of high levels of corporate defaults have proved unjustified, allowing high yield to rebound in 2020 and setting the scene for the coming year. While the second Covid-19 wave, and the new variant, are weighing on recovery, once vaccinations bring the virus under control a degree of normality …

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COVID-19: Data privacy risks and potential opportunities

COVID-19: Data privacy risks and potential opportunities

🕔10:50, 25.Jan 2021

COVID-19: Data privacy risks and potential opportunities Social sensitivities around personal information held by external parties, particularly technology firms, has rapidly grown in recent years – and it’s a concern which has escalated in the wake of the COVID-19 pandemic.

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Equities look set for a positive 2021, however, risks linger (Podcast)

Equities look set for a positive 2021, however, risks linger (Podcast)

🕔12:55, 20.Jan 2021

Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However, risks linger, not least those related to the pandemic. Overall, this constellation makes for a stock pickers’ market, argues Guy Davies, CIO of Equities.

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The other virus

The other virus

🕔11:55, 20.Jan 2021

The other virus Column by Hendrik Tuch While Covid-19 continues to grab headlines, we should not disregard the economic effect of another virus which is steadily spreading across the globe. The African swine fever virus does not affect humans but

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Municipal bond outlook: Silver lining to COVID storm clouds

Municipal bond outlook: Silver lining to COVID storm clouds

🕔10:03, 19.Jan 2021

Municipal bond outlook: Silver lining to COVID storm clouds Commuter trains with seats to spare at rush hour. Vacant dorm rooms. And, of course, hospital wards, stretched to capacity. The effects of COVID-19 on all our lives have been plain

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Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout

🕔17:22, 15.Jan 2021

Stronger headwinds in the short run, but the medium-term outlook improves on vaccine rollout House View  The global economy rebounded strongly in the third quarter, after a very sharp contraction in the first half of the year. Global economies remain

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The Virus And The Rubicon

The Virus And The Rubicon

🕔12:02, 14.Jan 2021

Most investors have grasped that the extraordinarily loose monetary policies pursued by the leading central banks in 2020 have provided greater support than ever for financial asset prices. So now that the worldwide Covid vaccination campaign has stirred hopes of

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Dark Before The Dawn

Dark Before The Dawn

🕔22:26, 12.Jan 2021

Dark Before The Dawn Economic Outlook for 2021 Few will look back wistfully on 2020. COVD-19 did tremendous damage to public and economic health around the world. Unprecedented medical and fiscal responses established a recovery, but progress has been uneven

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Global emerging markets: gaining momentum

Global emerging markets: gaining momentum

🕔22:09, 12.Jan 2021

Global emerging markets: gaining momentum Despite its huge impact on health and wellbeing, the Covid-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets (EMs). We expect these trends to gain additional momentum in

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A new investment order

A new investment order

🕔16:21, 12.Jan 2021

A new investment order – 2021 global outlook We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate. We see transformations across sustainability, inequality, geopolitics and macro policy. This is

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The big shock, the big hope, the big illusions

The big shock, the big hope, the big illusions

🕔15:12, 8.Jan 2021

2020 has been an unprecedented year in modern history, with the Covid-19 pandemic leading to the deepest global recession post World War II that has affected the most countries simultaneously since the 1870s (World Bank). This big shock is not

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Financial markets got their vaccine in 2020, now it’s our turn

Financial markets got their vaccine in 2020, now it’s our turn

🕔10:45, 8.Jan 2021

Financial markets got their vaccine in 2020, now it’s our turn Column by Hendrik Tuch Despite the strong increase in coronavirus cases, equity markets continued their march upward in the last few weeks of the year. Investors continue to have

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2020 – the year of living dangerously

2020 – the year of living dangerously

🕔12:33, 7.Jan 2021

Uncommon truths  2020 – the year of living dangerously Our list of 10 surprises didn’t envisage the global pandemic that dominated 2020. Even so, we had some successes and cyclical assets did well. We expect that to continue in 2021,

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The Next Normal -The recovery will be digital

The Next Normal -The recovery will be digital

🕔03:43, 6.Jan 2021

Welcome to the “next normal”—the new reality emerging from the ongoing COVID-19 pandemic. How will life, public health, and business continue to change? We’ve chronicled our response in a wide-ranging series of publications—more than 500 articles and counting since the

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For Investors in Japan, the Outlook Appears Suga Sweet

For Investors in Japan, the Outlook Appears Suga Sweet

🕔08:00, 5.Jan 2021

T. Rowe Price Insights on Japan Equities Four reasons to be bullish about the Japan investment outlook.  Japanese equities are well placed to excel in 2021, in our view, with various factors underpinning our positive outlook, heading into the new year.

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Big Data for a Big Year

Big Data for a Big Year

🕔15:48, 28.Dec 2020

The pandemic has been top of mind for everyone throughout the year, especially during its most uncertain initial stages in the spring. For me, the sad situation was illustrated by one unforgettable sight. I have the fortune of living near

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Highlights of the past weeks: The end of a chapter!

Highlights of the past weeks: The end of a chapter!

🕔10:59, 22.Dec 2020

The end of a chapter! Interested in learning what caught the eye of our readers in the past few weeks? Then look no further because this article will discuss the four best read articles of our site. As we are

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How will Central Banks impact the equi ty markets in the post Covid world?

How will Central Banks impact the equi ty markets in the post Covid world?

🕔12:53, 18.Dec 2020

Interest rates are at an all-time low, and even if inflation eventually picks up, it could take some time. Central banks, the first pillar of the investment cycle, are adjusting and are resolutely accompanying governments in this final battle against

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Thoughts for 2021

Thoughts for 2021

🕔07:56, 18.Dec 2020

Insight Investment – November 2020 We believe the economic shock caused by the coronavirus crisis, and the policy response it triggered, are of sufficient magnitude to warrant a reassessment of the investment landscape – and that frames our outlook for

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No alternative to equities

No alternative to equities

🕔13:25, 17.Dec 2020

European Gazette | Autumn 2020 While political risk, a second Covid-19 wave, lower economic activity and suppressed inflation might trigger a short-term sell-off, in the medium term a high equity risk premium and low rates will support equities After a

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Emerging market debt outlook for 2021

Emerging market debt outlook for 2021

🕔11:26, 17.Dec 2020

Investment Insights  2020 was a volatile year for emerging markets (EM). EM debt faced underperformance during the first half of the year, a sharp retracement and outperformance relative to developed markets during the early summer, and subsequent bouts of intermittent

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As the Pandemic Surges, Global Economies Will Be Tested Anew

As the Pandemic Surges, Global Economies Will Be Tested Anew

🕔14:51, 16.Dec 2020

2021 Global Market Outlook COVID-19 has severely tested the global economy and markets in 2020. Aided by unprecedented monetary and fiscal stimulus, markets responded with surprising resilience. Equity valuations are critically dependent on whether a combination of treatments and vaccines

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Asia ex‑Japan: Constructive Outlook for Equities in 2021

Asia ex‑Japan: Constructive Outlook for Equities in 2021

🕔13:02, 16.Dec 2020

T. Rowe Price Insights on International Equities High‑quality growth businesses on reasonable multiples.  Our views remain constructive on the medium- to longer-term outlook for Asia ex‑Japan equities. Even as global growth may be slower to recover than earlier hoped for,

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Emerging Markets Charts & Views

Emerging Markets Charts & Views

🕔11:06, 16.Dec 2020

2021 Outlook and Beyond  The US election outcome and the hopes that the Covid-19 vaccine will be a tangible reality by the end of the year or the beginning of 2021 bode well for a worldwide economic recovery. China is

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Managing to the Other Side

Managing to the Other Side

🕔09:15, 16.Dec 2020

2021 Global Market Oultook New vaccines could accelerate recovery, boost cyclical sectors The 2020 global pandemic tested the ability of companies and investors to manage their way through an unforeseen and dangerous period. However, T. Rowe Price investment leaders believe the other side

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Outrageous Predictions 2021

Outrageous Predictions 2021

🕔13:27, 15.Dec 2020

For the 2021 batch of Outrageous Predictions, we decided for the most part to don our futurist caps rather than getting too bogged down in market trends and central bank policies. That is largely because the Covid-19 pandemic and the

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Darkness Before the Dawn

Darkness Before the Dawn

🕔11:31, 15.Dec 2020

2021 US Outlook What a difference a year makes! This time last year we presented our base economic case of GDP slowing to a sub-2% number as the cycle matured (our forecast was 1.8% for 2020). Slow it did, but

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Columbia Threadneedle Investments – Webinar – Spotlight on The world after Covid-19

🕔15:00, 14.Dec 2020

Webinar – Spotlight on The world after Covid-19 The COVID-19 pandemic sparked yet another period of outperformance for quality growth companies. However, with mass vaccination now on the horizon, will this just be the catalyst for the long-rumoured resurgence of

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COVID-19: Investors find new ways to drive positive social outcomes

COVID-19: Investors find new ways to drive positive social outcomes

🕔08:03, 14.Dec 2020

Responsible Investment  The COVID-19 pandemic has become a test of companies’ sustainability credentials. It has served to sharpen public and investor scrutiny of environmental, social and governance (ESG) practices and we have observed that … The COVID-19 pandemic has put corporate

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Who Could Win in the Value vs. Growth Debate?

Who Could Win in the Value vs. Growth Debate?

🕔15:16, 11.Dec 2020

T. Rowe Price Insights on Global Equities Global equities have advanced as investors have weighed the worsening coronavirus pandemic against hopes of a potential coronavirus vaccine. As sentiment rises, however, we believe it makes sense to be prudent in terms

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Emerging market investing: Allocation to the fastest-growing markets

Emerging market investing: Allocation to the fastest-growing markets

🕔15:07, 11.Dec 2020

Investment Insights  While each crisis is different, what is striking about this global pandemic is that (excluding China) the impact on emerging market assets appears to be more dire than the spread of the virus itself to those countries. The

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CAPE and the COVID-19 Pandemic Effect

CAPE and the COVID-19 Pandemic Effect

🕔14:56, 11.Dec 2020

QIS Insights  In what has been a tumultuous period for financial markets due to the COVID-19 pandemic and the subsequent recovery, we take this opportunity to assess the Cyclically-Adjusted Price-to-Earnings (CAPE) ratios across five major equity markets …

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Elections and a vaccine: Implications for fixed income investors

Elections and a vaccine: Implications for fixed income investors

🕔14:50, 11.Dec 2020

Investment Insights   The US election results and the announcement of a potential COVID-19 vaccine from Pfizer have been pivotal events in markets, initially providing a substantial boost to risk assets. Mixed economic data and a rapidly rising rate of coronavirus

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Legacy of the Lockdowns – Outlook

Legacy of the Lockdowns – Outlook

🕔09:35, 11.Dec 2020

In our 2021 Investment Outlook, we seek to help investors navigate the next phases of the pandemic, the legacy of the lockdowns, and the ensuing economic recovery. We also consider how solutions to the climate crisis can be found at

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Knowns and unknowns after a tumultuous year

Knowns and unknowns after a tumultuous year

🕔07:58, 11.Dec 2020

CIO EMEA outlook 2021 At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic. In March,

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Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

🕔14:57, 10.Dec 2020

T. Rowe Price Insights on Multi-Asset Investing Investors will remember 2020 with mixed emotions. On one hand, it was the year of the catastrophic coronavirus pandemic, with its devastating human and economic tolls. On the other hand, it was a

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Emerging markets: Into the new decade

Emerging markets: Into the new decade

🕔14:40, 10.Dec 2020

Investment Insights  Coronavirus-induced lockdowns have wreaked havoc on the global economy. Among emerging and developing countries, those that are heavily dependent on global trade, tourism, commodity exports, and external financing are likely to be the hardest hit, according to the

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Solving for 2021

Solving for 2021

🕔14:36, 10.Dec 2020

CIO Roundtable – The World after Coronavirus As 2020 draws to a close, the leaders of our investment platforms gathered to talk about the evolution of the investment environment over the past 12 months and the key themes they anticipate

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Beursrally zorgt voor fors herstel

Beursrally zorgt voor fors herstel

🕔12:43, 10.Dec 2020

Dekkingsgraadscan pensioenfondsen   November 2020 Nederlandse pensioenfondsen worstelen met lage dekkingsgraden … De neergang van de financiële markten – als gevolg van de coronaviruscrisis – heeft grote gevolgen gehad voor Nederlandse pensioenfondsen. In maart 2020 werd het laagste punt van de

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T. Rowe Price – Webinar – 2021 Global Market Outlook: Managing to the Other Side

🕔17:00, 9.Dec 2020

Webinar – 2021 Global Market Outlook: Managing to the Other Side Please join us as David Giroux, Justin Thomson, Mark Vaselkiv & Leigh Innes share their actionable insights on the major themes expected to impact markets over the coming months,

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Emerging market equity investing and the role of geographical boundaries

Emerging market equity investing and the role of geographical boundaries

🕔14:52, 9.Dec 2020

Investment Insights  As emerging markets continue their rise towards becoming one of the key drivers of global growth, improved capital and information flow have brought to the fore alternative ways of investing in the asset class. In this paper, we

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Are disruptors the next generation of defensive stocks?

Are disruptors the next generation of defensive stocks?

🕔11:09, 8.Dec 2020

Investment Insights  2020 has seen significant headwinds. Sectors that have traditionally been viewed as defensive are no longer considered safe havens. Energy is one example. This high yielding sector has been among the hardest hit during the COVID-19 pandemic and

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Highlights of the past weeks: It’s Outlook season!

Highlights of the past weeks: It’s Outlook season!

🕔09:09, 8.Dec 2020

#48 + #49 Before we look at the past two weeks, let’s take a quick look at upcoming webinars. Tomorrow, T. Rowe Price hosts an outlook webinar “Global Market Outlook: Managing to the Other Side” (9 December, 5 pm CEST).

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Pandemic Heightens Focus on Financial Preparedness

Pandemic Heightens Focus on Financial Preparedness

🕔07:27, 8.Dec 2020

T. Rowe Price Insights on Retirement The coronavirus pandemic has turned many Americans’ savings and financial lives upside down, jolting many both physically and financially in 2020. The accompanying economic downturn caused several industries to temporarily shut down. Many businesses

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China’s biopharma industry moves closer to inflection point

China’s biopharma industry moves closer to inflection point

🕔15:37, 7.Dec 2020

Investment Insights  In the global scramble to develop a COVID-19 vaccine, brand-name biopharmaceutical giants in the United States and Europe appear to have promising candidates. But there are also several lesser known companies playing a role in helping produce a

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#RealEstate – Research Highlights

#RealEstate – Research Highlights

🕔11:55, 7.Dec 2020

#RealEstate With house prices in the United States growing 8% year-over-year in August it seems like the COVID-19 crisis does not impact house prices. On the other hand, the demand for commercial real estate seems to deteriorate with the growth

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Why the Future Now Looks Brighter for Value Investing

Why the Future Now Looks Brighter for Value Investing

🕔11:36, 7.Dec 2020

T. Rowe Price Insights on Global Equities The growth versus value style debate intensified as the dominance of “growth” accelerated during the coronavirus pandemic. Value investing has remained deeply out of favor, but we sense the dynamics are changing and

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"Recent news about the #COVID19 pandemic has been worrying, with more contagious strains of the #virus spreading internationally, rising contamination rates, and #healthcare systems ..." -> https://www.opiniopro.com/2021/01/bnp-paribas/welcome-back-ms-yellen/ by @BNPPAM_NL

Equities look set for a positive 2021, however, risks linger (Podcast ⁦@BNPPAM_COM⁩ ) - via ⁦@Opinio_Pro⁩ https://www.opiniopro.com/2021/01/bnp-paribas/equities-look-set-for-a-positive-2021/

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