Outlook 2021: Three macroeconomic scenarios for a global economic recovery

Insights , Videos , Geopolitics 11/30/2020 by Dan Scott
Reading time: 1 minute(s)


How we are strategically positioned
: Get fist-hand insights in our Monthly CIO Video with Dan Scott, CIO Wealth Management and Reto Cueni, Chief Economist.

 

“Dear passengers, please take up your seats!”

Airports have mutated into a no-go zone during the Covid-19 pandemic. But air traffic could soon regain momentum once vaccines become available. In our baseline macroeconomic scenario, “boarding”, we expect the global economic recovery to be completed by Q3 2021, with emerging markets leading the way.


US elections – a key risk event for markets – are now safely behind us. Going forward, the following key factors will determine the trajectory of asset prices:

  • the need for further fiscal support
  • easy monetary policy
  • and how we handle the remainder of the Covid crisis

  

  

image

Get the details on our Investment Outlook 2021

In the financial markets, the pandemic seems to have already been forgotten. With good reason? Our Chief Investment Officer reveals the details and our scenarios (with Q&A session).

Attend the live stream on January 14th

  

  

  

  

 

Subscribe to our newsletter and stay up to date with Impact on Investors

After submitting you will receive an email with a confirmation link.

 

*

Mandatory information