Video Market Outlook 1st Quarter
Growth remains above trend
With the economic recovery, the stock markets also performed well last year. However, we are not only taking the positive economic momentum into the new year, but also the consequences of the ultra-loose monetary policy. The pandemic is not yet over, and the huge fiscal policy to stimulate the economy is also a concern.
Watch the short video to see why we remain constructive on equities for the coming year and which markets we prefer.