Macroeconomic Outlook 2021: 21, It Was A Very Good Year
So said Frank Sinatra, but do our experts agree that 2021 and beyond will be “good years”? In this 2021 outlook we discuss our macroeconomic forecasts for the coming couple of years
Tomorrow: Reinvented is our exclusive webinar series. This webinar series, featuring world-class speakers, addresses a wide range of themes, from COVID-19's impact on the global economy to geopolitics and ESG, while debating how they, and more, could impact you as an investor.
The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.
1291 insights found
Europe’s path to net zero
Deciphering Europe’s ambitions, actions and ability to reach net zero
Perspectives Global Equities
Economy and markets: Vaccines and stimulus support investor sentiment
Global Factor Views
Macroeconomic and equity market backdrop
Should responsible investors only consider ‘green leaders’?
Instinctively, we are tempted to think that a responsible investor will categorically refuse to invest in companies that pollute or are too resource-intensive
Message in a bottleneck?
The disappointing US labor market data last week are read in the wider context of supply-side bottlenecks, which could fuel the debate on tapering.
A new commodity boom
Commodity prices are booming. This is consistent with strong growth, equity outperformance and rising long-term yields.
Inflation is hot news in 2021, but a cool down may be round the corner
Expectations of higher inflation have increased steadily over the past few months as countries worldwide roll out coronavirus vaccinations and fiscal stimulus remains strong.
The Atlantic gap widened
While the US GDP is less than 1% below its pre-pandemic level, the Euro area fell back in recession.
Multi-Asset Investment Views – April 2021
In this quarterly video, Serge Pizem, Global Head of Multi-Asset Investments, shares his views on the global economic outlook.