The U.S. real-estate sector looks set to get a boost from strongly improving demand at a time of still somewhat constrained supply. Not all sub segments are likely to benefit equally, though.
By: Christian Scherrmann
Inflation and the economy on the move
It is sadly foreseeable that economic growth in continental Europe will once again lag well behind other economies in 2021. That need not spell financial-market disaster.
By: Martin Moryson
Is inflation back? Is its current rise permanent or just temporary? And what are the implications of reviving inflation for the capital markets?
Remain complacent – but only about monetary policy, not the pandemic
The global economy is expected to achieve remarkably high growth in 2021. This is a good basis for the capital markets, but it creates risks and may require reallocations.
Joe Biden’s inauguration looks increasingly likely to mark a sea change for sustainable investing. This could have lasting implications well beyond U.S. shores.