In 5 themes for 2021 – Our Investment Outlook we explain why we hope 2021 turns out to be a year with fewer surprises, and what themes are likely to influence our investment decisions over the coming months.
Key Takeaways
Recovery - The world economy is in recovery mode
Moderate Reflation - A reflationary environment
Globalisation - Globalisation has become more regional
Tech Regulation -Tech firms face regulatory challenges
Build Back Better -the recovery can improve the world around us by “building back better”
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