GLOBAL OUTLOOK AND STRATEGIC ASSET ALLOCATION FOR 2021

A Volatile Macroeconomic And Geopolitical Year Ahead

By Nouriel Roubini, Brunello Rosa and Alessandro Magnoli Bocchi

23 December 2020

In this paper we discuss:

1. GLOBAL OVERVIEW: A Very Volatile Macroeconomic And Geopolitical Environment;
2. MACRO ANALYSIS: Supported By Stimuli, Growth Will Recover - But Remain Anaemic;
3. RISK ANALYSIS: I) Geopolitics; Ii) Trade & Social Tensions; Iii) Climate Change; Iv) Leveraged Markets;
4. POLICY ANALYSIS: Continued Monetary Accommodation With The Risk Of Fiscal Drag;
5. MARKET ANALYSIS: Rates To Remain Low, Providing Continued Support To Equities; and
6. STRATEGIC ASSET ALLOCATION: ‘Ride The Liquidity Wave’, Maintain A Long-Term.

Contact us to obtain the password to open the PDF

Download PDF: R&R Global Outlook and SAA - December 2020

YOU CAN ALSO PURCHASE THIS INDIVIDUAL PAPER DIRECTLY ON R&R's ONLINE STORE

Back to Research:

Back to Homepage