In general, we believe 2021 will be a good year for risky assets, with equities realizing above average returns in our base case. However, in a scenario in which a working Covid-19 vaccine is not readily available to a large part of the global population in 2021, all bets are off and all risky assets will realize negative returns.
Disclaimer
The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).
The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view more information.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.
By clicking Proceed I confirm that I am a professional investor and that I have read, understood and accept the terms of use for this website.
19-11-2020 · Yearly outlook
Outlook 2021: Tackling the trilemma
Finding the right balance between three things – public health, normal economic functioning, and personal freedoms – will be the main challenge for policymakers in 2021. As these problems surfaced with the Covid-19 outbreak, it can be expected that a vaccine would solve most of the problems.
Peter van der Welle
Strategist Sustainable Multi Asset Solutions
Ernesto Sanichar
Portfolio Manager
Authors
Top keywords
