By David Bailin
Chief Investment Officer
December 3, 2020Posted InMarket views
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Titled “The new economic cycle: Investing for a post-COVID world,” our annual publication setting out our latest investment themes and insights is now available
I am delighted to present Outlook 2021, our annual publication that sets out our latest investment themes and insights for the coming year and beyond.
We believe this is an important time to be an investor.
As the virus departs in 2021, the global economy will recover more quickly and robustly from the COVID recession than from a more typical large downturn. The backdrop for our optimistic outlook is the remarkable resilience we have seen despite the pandemic. Financial institutions are strong. Household saving rates remain high. And confidence levels among businesses and consumers alike demonstrate a growth mindset.
In Outlook 2021, we put forward positive actions for your portfolio in this new economic cycle. We urge you to determine the amount of cash you really need to hold over the coming years and to put the rest to work. We advise replacing some portfolio debt with equity, while reflecting only the best yield opportunities in your fixed income holdings. And we highlight ways we can help you gain deeper insight into your portfolio.
View our Outlook 2021 page