By Alessandro Magnoli Bocchi, Fawaz Sulaiman Al Mughrabi and Karmen Meneses
1 October 2021
In this paper we discuss:
MACRO CONTEXT: Recovery After The Most Severe Peace-Time Recession In A Century
RISK OUTLOOK: Rising Downside Risks Threaten Global Recovery Prospects, And Remain Contingent On Vaccination Deployment Across The World
POLICY OUTLOOK: The Pandemic’s Impact On Political And Policy Developments Are Resetting Expectations And Will Continue To Define The Investment Landscape
MARKET OUTLOOK: Abundant Fiscal And Monetary Stimuli Will Continue To Support Asset Prices
STRATEGIC ASSET ALLOCATION: Make Use Of Volatility Strategies And Diversified Portfolios
