Investment Watch Winter 2021 Outlook
Investment Watch Winter 2021 Outlook is now available.
We are at a challenging juncture for markets. Investors are grappling with interpreting solid economic data and the reaction of ultra-accommodative central bank monetary settings.
We see the path out of the COVID-19 shock as a “restart” and not a typical business cycle “recovery”. The broadening restart – coupled with our belief that this will not translate into rapidly higher interest rates – underpins our pro-risk stance.
This quarter we look at what this means for asset allocation in 2021. We also look at what the economic restart means for the key industries in the ASX.
- Asset allocation — the global 'restart' taking shape
- Economics — solid growth set to continue
- Equity strategy — cyclical tilt remains in play
- Listed Investment Trusts — finding income
- Commodities — reflation tailwinds
- And much more...
Download Investment Watch Winter 2021 Outlook
Download Investment Watch Winter 2021 Outlook.
Alternatively, contact your adviser or nearest Morgans office for a copy.
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