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Our latest CIO Insights quarterly publication updates our economic and investment outlook to reflect recent developments.

 

Inside the report "Finding the right policy mix", we look at:

  • Economic prospects for the remainder of 2020 and 2021: Only a slow recovery is expected for most economies, but inflation is unlikely to pose problems.
  • Policy challenges as the struggle against coronavirus continues: Fiscal response will inflate budget deficits, as central banks eke out “monetary magic”
  • Asset class outlooks and 12-month point forecasts: Equity markets will have their limits, but opportunities remain here and in parts of fixed income. 
  • Our investment themes for 2020 in retrospect: After an extraordinary year, investment themes remain relevant to the new coronavirus world.

 

In summary, we argue that while there remains a broad consensus on the economic response to coronavirus, the world still needs to find the right policy mix. Policy detail will matter, managed markets can still prove volatile and strategic asset allocation (SAA) remains the best way to navigate a challenging investment environment. 

 

To download a printer-friendly PDF of the full report, please click here.  

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