Reports and Surveys | February 23, 2021

Q1 2021 Investment Outlook: The Recycled Global Economy

As we start 2021, there’s a lot of discussion among market observers regarding the current stage of the economic cycle. Are we in the early stages of recovery after the pandemic or back to the late-stage environment we experienced in late 2019?

When the Segal Marco Advisors Investment Committee sat down recently to answer this question, our conclusion was that this wasn’t a terribly relevant construct in the face of the overarching characteristics that are embedded in the global economic picture.

 

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Q1 2021 investment outlook Download the Outlook

Most of these features were true three years ago, one year ago, and appear to be accurate today. In effect, we believe we are reliving the pre-pandemic environment in a recycle of the reduced-growth environment that will be temporarily reenergized by stimulus and, we hope, some pent-up demand for spending, but still relegated to a long-term period of slow growth across the developed world.

What does the Outlook cover?

In the Q1 2021 Investment Outlook you'll see our projected trends for:

  • The U.S.
  • Canada
  • The Eurozone
  • The UK
  • Japan 
  • China and other emerging markets

We cover:

  • GDP growth
  • Inflation
  • Policy rate
  • Currency
  • Equity valuations

We also look at trends in asset classes including equities and fixed income. 

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Questions about the Outlook?

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