Industry Voice: Investment Ideas for the Next 12 Months
Positioning your portfolio for the challenges and opportunities ahead
Yoram Lustig, Head of Multi-Asset Solutions, EMEA & Michael Walsh, Solutions Strategist @ T.Rowe Price
Investors will remember 2020 with mixed emotions. On one hand, it was the year of the catastrophic coronavirus pandemic, with its devastating human and economic tolls. On the other hand, it was a year that delivered strong positive returns across a wide range of financial markets an extraordinary outcome given the destructive economic backdrop. Against such wildly contrasting dynamics, what lies ahead for 2021, and how might investors position their portfolios in response?