Eastspringâs Singapore-based Eastspring Portfolio Advisors team believes global growth will come in above trend from the second half of 2021 but that any acceleration in core prices is unlikely to be sufficient to prompt a rate hike. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. Outlook 2021 â multi-asset December 10, 2020 . 1 week Asset Allocation Committee Outlook Q1 2021: A Tentative Recovery Seeking Alpha . We have approached the final quarter of 2020 with caution, in light of the growing number of economic lockdowns imposed again by COVID-19 and the risk of further US election outcome issues that may trigger market volatility. Get investment insights straight to your inbox. Invesco Investment Solutions shares our tactical asset allocation outlook for 2021. The information contained in this Website has been prepared and is intended for general circulation. In our mid-year asset allocation outlook, we observed that despite the massive shock to the real economy, valuations of risk assets appeared close to fair after taking into account the impact of lower discount rates and extraordinary policy support. The views and opinions contained herein are those of the author on this page, and may not necessarily represent views expressed or reflected in other Eastspring Investments’ communications. How will markets price in the near-term negative news (of increased COVID-19 cases in the West) versus the medium-term positive news (of vaccine development)? A number of comments in this Website are based on current expectations and are considered âforward-looking statementsâ. We highlight three new investment themes and update our asset views under our tactical asset allocation framework. Global Investment Committee | 04 Dec 2020. With concerns over an undesirable cycle of ever-lower inflation and inflation expectations coming to the fore, a more proactive response from the Fed may be needed to see higher longer-dated bond yields in 2021. Asset Allocation Committee Outlook Q1 2021: A Tentative Recovery. But with interest rates at zero and the yield curve relatively flat, the long-term benefit of holding developed government bonds is questionable. Determining your strategic asset allocation â an appropriate mix of Investors will have to work harder to generate yield. This website is not intended for and should not be accessed by persons located or resident in any jurisdiction where (by reason of that person's nationality, domicile, residence or otherwise) the publication or availability of this website is prohibited or contrary to local law or regulation or would subject any UBS entity to any registration or licensing requirements in such jurisdictions. J.P Morgan Global Alternatives, the alts investment arm of J.P. Morgan Asset Management with more than $150 billion in managed client assets, has released its third annual Global Alternatives Outlook, offering a fairly robust forecast for the next 12-18 months across key alternative asset classes. Asset Allocation Outlook: Opportunities in a Post-COVID World READ MORE. We just keep getting vaccine announcements that are extraordinarily positive â¦ vaccines that are showing efficacy above 90%, much higher than expectation. Indonesia by PT Eastspring Investments Indonesia, an investment manager that is licensed, registered and supervised by the Indonesia Financial Services Authority (OJK). Asset allocation themes for 2021. Like being first? No representations are made with respect to the eligibility of any recipients of this document to acquire interests in securities under the laws of your jurisdiction. With 10-year U.S. Treasury yields â¦ Bright light. The information and opinions contained in this Website is based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any misrepresentation, errors or omissions. By subscribing, you are agreeing with the Terms of services. Follow. It may not be published, circulated, reproduced or distributed without the prior written consent of Eastspring Investments. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc (a company incorporated in the United Kingdom). They are set to roll out over the coming weeks .. broadly to populations around the world. Evan Brown and team has put together "Market Outlook 2021 - The Road Back to Normal" which also discussed the challenges for income generation and attractiveness of emerging markets. In sintesi. Investment involves risk. The Fed’s new average inflation targeting policy is aimed at pushing up inflationary expectations over time. You should be aware that investments may increase or decrease in value and that past performance is not indicative of future performance. UBS, its officers and/or employees may have interests in any of the investment products referred to on this Website by acting in various roles. Actual future results may prove to be different from expectations and any unforeseen risk or event may arise in the future. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) Â© UBS 2021 - the key symbol and UBS are among the registered and unregistered trademarks of UBS. After a decade of steady growth and rising asset prices, economies and financial markets were rocked by the COVID-19 pandemic. After a decade of steady growth and rising asset prices, economies and financial markets were rocked by the COVID-19 pandemic. Eastspring Investments (Luxembourg) S.A. (the "Management Company")Â is an indirect subsidiary of Prudential plc, a company incorporated in the United Kingdom. January 11, 2021 . Past performance is not necessarily indicative of future performance. All rights reserved. For the avoidance of doubt, this shall not affect the rights of any permitted assignee or transferee of the Terms. Asset Allocation Outlook: Opportunities in a Post-COVID World. Neuberger Berman. UBS Asset Management (Singapore) Ltd together with UBS Group AG and its group companies shall collectively be referred to as "UBS". 2021 Outlook: A Note from CEO, John Dowd READ MORE. This document is intended for limited distribution and only to the extent permitted under applicable laws in your jurisdiction. Any statements made regarding investment performance objectives, risk and/or return targets shall not constitute a representation or warranty that such objectives or expectations will be achieved or risks are fully disclosed. Joanna: Prior to COVID-19, the US economy experienced one of its longest ever growth periods aided by accommodative monetary policies. Eastspring Asset Management Korea Co. Ltd. is an indirect subsidiary of Prudential plc, a company incorporated in the United Kingdom. The appeal of opportunities in multi-asset hedge funds and alternative assets could increase in this low-yield-for-longer environment. MARKET COMMENTARY. Home Asset Allocation Outlook 2021, le asset class su cui puntare secondo Generali Investments Outlook 2021, le asset class su cui puntare secondo Generali Investments. 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