Reviews & outlooks

Where will bond markets go in 2021? The team heads of the Fixed Income Boutique give you their top predictions for the year.

Will the markets recover in 2021? When will we get back to normal? What effect will the vaccines have on economic performance? The Virtual Investors Roundtable 2021 was all about the “year after”.

At the start of January, our models increased the equity overweighting considerably and slightly reduced the bond short positioning. The risk indicator fell to a 12-month low. The current topic includes a commodities outlook.

Portfolio Manager Jin Zhang focuses on companies poised for continued growth in the tech, financials and consumer staples sectors.

Portfolio Manager Donny Kranson discusses how consumer-oriented companies navigated the pandemic and explores long-term shifts in consumption.

CIO Matthew Benkendorf discusses the tech and consumer staples sectors, the new US administration, and monetary and fiscal stimulus.

Portfolio manager David Souccar discusses where elevated speculation in parts of the market presents risks for investors, and opportunities for growth in both domestic and global European companies.

Portfolio Manager Brian Bandsma discusses fintech in China, the Regional Comprehensive Economic Partnership, the rally in financials stocks, and portends that the economic recovery will vary by country in the region.

In 2021, Swiss equity investors should focus on companies with global industry leadership, innovative strength and healthy balance sheets. Among them, well-managed Swiss mid and small caps could be one of the most promising return sources next year.