Global tech, emerging markets and pandemic uncertainties: opportunities and risks in 2021
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Chris from Financial Times said that What does 2021 hold for the investment world? For a fund manager, that is a multibillion-dollar question. FTfm asked investment bosses and strategists at 10 of the world’s biggest asset managers to gaze into their crystal ball.
What should investors expect?
The recovery will accelerate with the vaccine, but stop and go phases will persist. We expect further pressure on fiscal and monetary policy for more stimulus.
China and parts of Asia will lead the recovery, while the rest of the world will follow. With low rates and tight spreads, equities will be the place to go with the great rotation towards value set to continue.
News, analysis and comment from the Financial Times, the world’s leading global business publication
