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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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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