ABN AMRO continues to prefer stocks (modest overweight) over bonds (neutral). While risks remain, the global economy is clearly recovering in 2021.
2020 has been a turbulent year. We do, however, expect sustained economic recovery from the second quarter of 2021 onwards – albeit in volatile market conditions. We believe investors should prepare for this 'great restart' slightly overweight risk in their portfolios. In this video, Head of Investment Strategy Ralph Wessels dives into our investment vision for 2021, including an actionable and concise explanation of risks and opportunities.
