Outlook 2021

Resolve amid disorder

In 2020, the COVID-19 global pandemic produced a health and economic crisis unlike any in recent memory. Yet, as we greet 2021, we find reasons for hope, including possibilities amid the disorder.

The path forward in this unique time likely will require resolve and perhaps boldness. Our experts can help bring thought-provoking insight and a sharp focus as you continue your investment journey in 2021.

Read the Outlook 2021 book

5 Ideas for 2021

Money is in motion with gradually emerging hope and potential new opportunities. In this paper, advisors can explore areas of the market that may be key for investors this year.

Read the paper

In December, Martin Stanley, group head of Macquarie Asset Management, hosted a panel discussion with key leaders to discuss the overall outlook for 2021, addressing such questions as:

  • How much more stimulus might be expected, and what’s at stake?
  • What are the opportunities in infrastructure, equities, and fixed income?
  • When and where institutions may seek to put “risk on” in 2021?
  • What should investors be thinking about in an ongoing low-yield, low-inflation environment?
Martin Stanley

Martin Stanley

  • Head of Macquarie Asset Management
John Leonard

John Leonard, CFA

  • Global Head of Equities, Macquarie Investment Management
Brett Lewthwaite

Brett Lewthwaite

  • CIO and Global Head of Fixed Income, Macquarie Investment Management
Leigh Harrison

Leigh Harrison

  • Senior Managing Director, Head of Macquarie Infrastructure and Real Assets, EMEA

The world may be about to witness something unusual: Synchronized monetary and fiscal stimulus. How the 2021 recovery framework may look different and what it may hold for investors.

Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.

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