Surprisingly optimistic for 2021

As the year draws to a close, 2020’s big risks start to look less bad, allowing investors to meet 2021 with optimism. We believe low interest rates will remain key.

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The case for credit remains strong

A lot has changed, but readers familiar with our previous annual outlook might experience a strange sense of déjà vu.
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Nov 25, 2020 Equities

2021 looks pretty good for equities

Earnings growth and "low-for-even-longer" interest rates imply a lower risk premium and higher valuations for equities.
Nov 24, 2020 Macro

The beginning of the pandemic’s end?

We are increasingly confident in our constructive base case for the world economy in 2021 and beyond, but plenty of question marks remain.
Nov 19, 2020 Forecasts

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