GLOBAL OUTLOOK UPDATE - MARKET VIEWS - Q2-2021 STRATEGIC ASSET ALLOCATION:

Growth And Liquidity To Support Markets

By Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi

1 April 2021

In this paper we discuss:

1. MACRO CONTEXT: COVID-19 Has Triggered The Most Severe Peace-Time Recession In A Century
2. RISK ANALYSIS: Rising Downside Risks Threaten Growth Recovery Prospects, As A Faster And More Effective Vaccination Deployment Across The World Is Critical
3. POLICY OUTLOOK: The Pandemic’s Impact On Political And Policy Developments Are Resetting Expectations And Will Continue To Define The Investment Landscape
4. MARKET OUTLOOK: CB Liquidity Will Continue To Support Valuations. Volatility Will Remain Elevated. Occasional ‘Market Corrections’
5. STRATEGIC ASSET ALLOCATION: Ride The Liquidity Wave’, Maintain A Long-Term Perspective

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