Co-Head of Equities George Maris discusses the uncertainties investors will need to prepare for in the year ahead, despite his expectation that the extreme levels of volatility we experienced this year will diminish in 2021.

Key Takeaways

  • While the extreme volatility we have seen in markets this year is unlikely to persist in 2021, several uncertainties remain that investors will need to be prepared for.
  • Getting the pandemic under control will be the most critical upside driver for equity markets as businesses start to build up inventories and operate at full capacity again.
  • An extraordinary amount of behavioral change has occurred in the past 12 months as a result of COVID-19. Opportunities – and risks – may arise depending on which trends persist and how the world will ultimately changes going forward.
MARKET GPS

INVESTMENT OUTLOOK 2021

What should be on the radar for investors in 2021?

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