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Our Outlook 2021- Collision Course

Dec 29, 2020 | China, Decarbonization, Demographics, Eurozone, Geopolitics, Global Macro, Healthcare, Inflation, Quant, Technology, Thematic, Uncategorized, USA

As usual, the goal of this document is to propose answers to the main questions over 2021.

  1. Global economic growth: Rapid catch up (effective vaccines?) or “Groundhog Day” infection?
  2. Biden: Post-Trump Era complete shift or simple transition? The USA is back in the game? (Dollar? US equities? Govies? Overweight?).
  3. China: The new leader or the eternal second? Taiwan? Xi Jinping target (double the GDP, decarbonization)?
  4. Liquidity Binge: MMT or Reset? Good for all assets including Private Equity?
  5. Inflation: the awakening of the tiger?
  6. Bonds/Equities: Crossroad or Collision course? Still, need to be Barbell?

Discover the complete 2021 Outlook:

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