The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape.
The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year, resetting expectations for everything from interest rates to asset valuations.
We’ve gathered insights from our senior investment leadership on what investors might expect in 2021 and beyond, how to position amid volatility and unpredictable market conditions, and where to tap opportunities arising from the disruptions we’ve seen and will likely continue to see.
What’s ahead for Asian economies and fixed income markets in 2021?
While we see some bright spots in other parts of Asia, prospects are generally more muted, solidifying China’s position as the key to growth in the region and globally.
With the potential change in the tone of US policy with a new administration, and the growing economic recovery momentum in China, we believe Asian fixed income is well positioned to outperform its global peers.
The Covid-19 pandemic set the tone for investor sentiment in Asia over the past year and is likely to remain a key driver in 2021, with recent developments pointing to a brightening outlook.
We discuss what politics, policy, and the pandemic mean for the economy and portfolio positioning across markets in 2021 – and beyond.Access Replay
We joined industry experts along with the Financial Times to focus on the post-Covid recovery and investment opportunity, after a year that forced an investment reset.Access Replay
Markus Schomer, PineBridge’s chief economist, and John Yovanovic, head of high yield portfolio management, talk about their market expectations post-US election, along with the impact of potential Fed actions – and how these dynamics could influence the bond markets.Listen Now
As a year that has relentlessly whipsawed investors comes to a close, we are approaching 2021 with optimism about opportunities for above-average returns in the leveraged loan market.
In 2020 and beyond, we see ESG issues taking on even greater prominence amid Covid-related disruptions, severe weather events, and the movement for social justice.
Learn more about our approach to sustainable investing and what may lie ahead.
Covid-19, an unheard-of term until 2020, is still with us, but hopeful signs for recovery are emerging.
Read our latest views on how the pandemic continues to affect asset class positioning and economic trends.