Quarterly Insight - Outlook 2021

The latest Quarterly Insight is here with refreshed views on asset allocation, macroeconomic scenario, asset classes and market performances.

After what has been truly an extraordinary year, we are taking a step back to look at what 2021 has in store for us. You will find out what we think about the economic outlook and what seeds have been planted for growth. Our team is also writing about the longer term financial and monetary consequences of what we have just experienced. More traditionally, you will also find out more about our views on fixed income assets, our favoured equity themes, as well as our views on commodities and currencies for 2021.