Staying nimble in a volatile world: Three factors investors must watch in 2021

This will have economic repercussions and, at a minimum, will defer some of the fundamental rebound investors have been anticipating. As we look out to the remainder of 2021, while we remain optimistic when analysing the return potential of global equity markets, we believe investors should be aware of three powerful trends. The Covid-on/Covid-off environment We expect the Covid on/Covid off trade to continue to flip-flop back and forth. Secular growth stocks, at the right price, should continue to compound good returns, but the setup into mid-year might imply a continuation of t...