Economic Recovery And Policy Stimuli To Support Valuations

By Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi

30 June 2021

In this paper we discuss:

1. MACRO CONTEXT: Global Recovery, After The Most Severe Peace-Time Recession In A Century
2. RISK ANALYSIS: Rising Downside Risks Threaten Global Recovery Prospects, And Remains Contingent On Vaccination Deployment Across The World
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: Unprecedented Fiscal And Monetary Stimuli Will Continue To Support Asset Prices
5. STRATEGIC ASSET ALLOCATION: Make Use Of Volatility Strategies And Diversified Portfolios

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