With recent positive news around successful vaccine development and the US election outcome now widely known, 2021 is likely to be a year of continued economic recovery, supported by low interest and governments’ fiscal stimulus programmes. Uncertainty is here to stay, however, driven by the evolution of the COVID-19 situation combined with the transition of administration in the US.
How should investors position for a post-COVID world? In our webinar, we will discuss our three key investment ideas for 2021.