JEPI - ESG Will Define The Post-COVID Era

• The pandemic continues to destroy areas of economic activity, resulting in substantial risks for a number of financial assets. Broad disinflationary effects are likely to persist until economies return to full mobility.
• However, several longer-term investment opportunities are beginning to emerge. The timing and effectiveness of vaccine treatments will be the key determinant for economic activity and financial asset valuations in the upcoming year.
• We expect ESG to be a defining attribute for global fixed-income markets in years ahead. Countries that are projected to improve on ESG factors often present the strongest investment opportunities.

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