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Global output and demand are likely to rebound strongly in 2021, but we see risks that call for careful portfolio positioning.
With a narrowly Democratic Congress, U.S. fiscal spending is likely to increase on economic relief from the pandemic, infrastructure, and healthcare, boosting the economic rebound.
In this abridged version of our latest Asset Allocation Outlook, we discuss the opportunities and risks of investing in an early cycle recovery.
Is the 60/40 stock-bond portfolio dead? We don’t think so.
The Federal Reserve signals that monetary policy accommodation will remain firmly in place.