Global Perspectives 2021

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The upcoming year gives us all a chance to expand our view, see the bigger picture and reinvigorate our goals. Our thought leaders weigh in on what they expect in the year ahead as we all work toward gaining perspective in 2021.

In fixed income, security selection will drive outperformance

Gene Tannuzzo CFA, Global Head of Fixed Income

Income will continue to be scarce, but there are strategies for finding success in the new year.

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Expect cyclical rotation in equities

Melda Mergen, Deputy Global Head of Equities

Volatility might remain elevated, but we see opportunities in a cyclical rotation and greater market breadth. Here are our key observations.

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Vaccines and returning to a more familiar world

Anwiti Bahuguna Ph.D., Senior Portfolio Manager, Head of Multi-Asset Strategy

Build longer-term forecasts around successful vaccine distribution. But keep an eye on lingering economic effects from COVID-19.  

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Expect low rates and low inflation in 2021 

Edward Al-Hussainy, Senior Interest Rate and Currency Analyst

Prepare for low interest rates this year and beyond. Consider adding credit risk and equity income strategies to generate income.

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