investment insights

    Global Investment Strategy Q1 2021: investing in the recovery

    Global Investment Strategy Q1 2021: investing in the recovery
    Stéphane Monier - Chief Investment Officer<br/> Lombard Odier Private Bank

    Stéphane Monier

    Chief Investment Officer
    Lombard Odier Private Bank
    Samy Chaar - Chief Economist and CIO Switzerland

    Samy Chaar

    Chief Economist and CIO Switzerland

    As the global race to vaccinate accelerates, we expect 2021 to be a year of economic catch-up. While the first quarter of the year will remain challenging with stringent Covid restrictions still in place in many countries, the global economy is now more resilient to the shock of the pandemic. Furthermore, the fiscal and monetary safety nets should be enough to avoid another severe contraction. Consumption, housing and global trade should drive the economic rebound, without inducing too much inflation.

    Consumption, housing and global trade should drive the economic rebound, without inducing too much inflation

    This context is supportive for risk assets, and makes us cautiously optimistic as we begin 2021. We see a number of ways to invest in the business recovery as vaccination campaigns roll out. Strong diversification and prudence are key. Watch our global investment outlook video featuring Stéphane Monier, CIO Private Bank and Samy Chaar, Chief Economist, and discover our latest portfolio positioning.

    Important information

    This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
    It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.
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