2020 is a year full of challenges and changes. Looking ahead at 2021, how quickly will the world recover? Where is economic policy headed? And what’s next for the US? In “A Year of Renewal” we will see a world returning unevenly but steadily to normal, while accelerating rapidly into a transformed future.
Vaccine developments should help earnings bounce back, supporting the economically-sensitive areas
Renewed hunt for yield
Low interest rates look set to persist, meaning we need to renew our thinking on cash and bonds.
In the US, we expect meaningful stimulus to help the economic recovery, and weaken the dollar.
New, and renewable future
The pandemic has accelerated, rather than halted, most of the longer-term trends underway, including a more digital and more sustainable world.
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