December Macro Insights Livestream: A Bifurcated World

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Издатель
In our year-end Livestream, we will outline the challenges and promises of 2021. On the former, it will be about a group of countries underperforming given their lack of success with pandemic management (US/EU in particular). On the latter, we will make a strong pro-North and East Asia outperformance call, given the pull from a recovering China, pick up in global trade, and the region’s success with pandemic management even without a vaccine. We will also go over our annual outlook report, containing forecasts (GDP, inflation, currency, interest rates) for 2021 and 2022, along with the outlook for key economies and asset classes.
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Мир путешествий
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