GOAL Outlook for 2021: Rotation inoculation — remain pro-risk

We are pro-risk for 2021 and expect the pro-cyclical rotation across and within assets to continue, supported by a strong economic recovery from the COVID-19 shock. With a favourable growth/inflation mix and still elevated equity risk premia we are OW equities and UW bonds. 

20 Nov 2020 | 5:46pm GMT | Research | Portfolio Strategy - Christian Mueller-Glissmann and others

Also read: US Weekly Kickstart: Investor response to our 2021 US Equity Outlook (20 Nov 2020)

 Webcast Replay: GOAL Outlook 2021 - Rotation Inoculation

with Christian Mueller-Glissman, Peter Oppenheimer, Kamakshya Trivedi, Praveen Korapaty, Damien Courvalin and Amanda Lynam.

 
 
 
 
 
0:00 / 57:16
 
 
 
 
 
  • Speed
    Normal

Call materials


Euro Area Sovereign Outlook 2021: The Point of No Returns

We expect major bond markets in Europe to generate flat to negative returns next year, as improving growth carries core long-end yields higher and we move ‘over the hill’ of ECB policy support. 

19 Nov 2020 | 4:05pm GMT | Research | Economics - George Cole and others

 Research Unplugged: GS Commodity Outlook 2021

with Jeff Currie, Damien Courvalin, Samantha Dart, Nicholas Snowdon, Mikhail Sprogis & Chris Hussey.

 
 
 
 
 
0:00 / 58:44
 
 
 
 
 
  • Speed
    Normal

Call Materials


 Research Unplugged: 2021 Global Credit Strategy Outlook

with Lotfi Karoui, Amanda Lynam, Frank Jarman and Chris Hussey.

 
 
 
 
 
0:00 / 45:51
 
 
 
 
 
  • Speed
    Normal

Call Materials