Market Outlook

In our first Conference Call with Fund Selectors of 2021, our three panelists looked ahead and discussed what themes and asset classes are likely to drive portfolio performance in the 12 months to come.

While the Democrats now have effective control of both the House of Representative and the Senate, the slender majority in the House along with a split Senate is likely to test the political skill of the new President to enact his agenda.

Columbia Threadneedle expects the best risk-adjusted returns to come from Japanese and emerging Asian equities, held together with US equities, over the next 12-18 months.

Guy Wagner, Chief Investment Officer at BLI – Banque de Luxembourg Investments, and his team, add that the US economy continued to be robust through the end of 2020.