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Mid-Year Outlook 2021

Traveling to the post-COVID world:
New portfolios for a new economy

In Mid-Year Outlook 2021, we examine our exit from the pandemic and what lies beyond. We highlight the assets that still offer recovery potential even after the strong rally of the last year. But we also explain why these are unlikely to be the investments that lead markets higher in the long term. We thus seek to exploit the trends that will keep reshaping the world beyond COVID.

Letter from David Bailin

Read David Bailin’s letter on the case for new portfolios for a new economy.

David Bailin
Global Head of Investments & Chief Investment Officer

Exiting the pandemic

Chief Investment Strategist and Chief Economist Steven Wieting outlines the risks and opportunities as the world puts COVID behind us.

Find out more


Mid-Year Outlook is available in five languages.

Meet the team

Outlook is created by a team of individuals with a depth of experience from across the Private Bank.

Contact us

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