Marked by the most severe recession in modern history, 2020 was an unprecedented year. With the global pandemic continuing, we enter 2021 with a mildly positive outlook for the upcoming recovery, but with the assumption that the path to pre-crisis growth levels will be long and uncertain. Against this backdrop, investors should be ready to play rotations in their portfolios, favouring cyclical themes but also keeping a strong focus on quality. Monica Defend, Global Head of Research, gives her key takeaways of the year 2020 and assesses Amundi’s market scenario and asset allocation for 2021.

Read the full paper: https://research-center.amundi.com/article/2021-investment-outlook-market-rotations-uneven-recovery

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DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.

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Outerblue Talks Research - 2021 investment outlook: market rotation in an uneven recovery