Momentum on emissions targets builds ahead of COP26 conference.
Corporate earnings will likely be the focus after a post‑pandemic recovery.
Recovery is on track, but inflation pressures create risks.
Investors have rarely experienced such an extraordinary period. Just as the 2020 shutdown of much of the global economy by the coronavirus pandemic was unprecedented, the recovery this year is likely to be unlike any that preceded it. Economic activity is reviving far more quickly than anticipated and has already produced a V‑shaped recovery in some countries and regions. Growth looks set to accelerate further in the second half of 2021, particularly in the US.
Tensions remain elevated, but expect a return to more multilateral negotiations
Opportunities presented by public policy in the Biden era.
Disruption, speculation in markets, and themes to watch.
Emerging from the pandemic, an encouraging pathway for China’s economy
Diversifying differently will be a key theme this year
Since the US elections, asset prices have risen steadily higher. Can the risk rally continue? I believe it can as it is underpinned by three powerful drivers. However, there are also three looming risks that could undermine it.
Seizing the opportunities that higher volatility and mixed news flow will create
After facing one of the most testing environments in history following the Covid-19 outbreak, investors are increasingly optimistic of a strong recovery in 2021 due to recent positive vaccine news and additional fiscal and monetary stimulus announcements. However, as the unprecedented health crisis continues to lock down many parts of the world, risks to the recovery remain.
Positioning your portfolio for the challenges and opportunities ahead
Divided government likely would produce moderate policies.
How the rules of investing in the large‑cap growth space have changed.
Additional fiscal stimulus likely, tax hikes uncertain.
Japan Equity Quarterly Outlook Q3 2020
Candidates offer divergent agendas that could impact markets.
US election could impact ailing municipal budgets.
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