Global Investment Strategy Q1 2021: investing in the recovery

investment insights

Global Investment Strategy Q1 2021: investing in the recovery

Stéphane Monier - Chief Investment Officer<br/> Lombard Odier Private Bank

Stéphane Monier

Chief Investment Officer
Lombard Odier Private Bank
Samy Chaar - Chief Economist

Samy Chaar

Chief Economist

As the global race to vaccinate accelerates, we expect 2021 to be a year of economic catch-up. While the first quarter of the year will remain challenging with stringent Covid restrictions still in place in many countries, the global economy is now more resilient to the shock of the pandemic. Furthermore, the fiscal and monetary safety nets should be enough to avoid another severe contraction. Consumption, housing and global trade should drive the economic rebound, without inducing too much inflation.

Consumption, housing and global trade should drive the economic rebound, without inducing too much inflation

This context is supportive for risk assets, and makes us cautiously optimistic as we begin 2021. We see a number of ways to invest in the business recovery as vaccination campaigns roll out. Strong diversification and prudence are key. Watch our global investment outlook video featuring Stéphane Monier, CIO Private Bank and Samy Chaar, Chief Economist, and discover our latest portfolio positioning.

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