Tactical Investment Strategy, December 2020

For the first half of 2021, we believe a continued economic recovery, supportive policy efforts, and a vaccine-related normalization in activity should drive further upside for risk assets and upward pressure on long rates, and keep reflationary pressures alive. Our broad positioning remains geared toward upside with an overweight in equities across balanced strategies and a more a diversified posture within our fixed income allocations.

  • DATE: December 14, 2020
  • TYPE: PDF

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