Outlook – First Quarter 2021
As we look forward to a brighter year in 2021, markets are already looking beyond the current dire socio-economic situation to a life post-Covid. In this Outlook, we explore the best way to participate in the recovery while avoiding the areas that are most prone to losing out as a consequence. The strength of the Chinese economy and the relative appeal of Chinese assets is a theme that runs throughout, while we believe there are many factors that point to a reappearance of inflation.
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