- 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.
For further details see:
ESG Will Define The Post-COVID Era