While we are optimistic about 2021, valuations look to have raced too far ahead and are vulnerable to short-term disappointment.
A veritable liquidity tsunami has lifted equities. With no fundamental upside left from here, now is the time to be selective.
Contrary to common fears, Covid-19’s long-term effect on office demand might actually be accretive, or at least not destructive.
Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.
In response to the economic damage, ample liquidity should continue to create opportunities, especially in corporate and higher yielding bonds.
Until the Covid-19 virus is finally defeated, the recovery looks set to continue at an uneven pace. Our Macro outlook explains why.
All forecasts at a glance
The economy may face some headwinds in the autumn. What should investors have in focus?
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