Equity markets delivered extraordinary returns in 2020. However, a new variant of the coronavirus is putting increased pressure on healthcare systems, with more and more countries locking down again.
This will have economic repercussions and, at a minimum, will defer some of the fundamental rebound investors have been anticipating. As we look out to the remainder of 2021, while we remain optimistic when analysing the return potential of global equity markets, we believe investors should be aware of three powerful trends. The Covid-on/Covid-off environment We expect the Covid on/Covid off trade to continue to flip-flop back and forth. Secular growth stocks, at the right price, should continue to compound good returns, but the setup into mid-year might imply a continuation of t...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
