Road to 2030 is a thematic project designed to highlight undiscounted change. We believe that understanding the key long-term structural thematic drivers is the basis of good investment thinking. The project provides our clients with a useful framework for making investment decisions.
Investors need to be prepared for a very different year in 2021. For the first time in a long time, we may see inflationary pressures build, a rotation in equity-market leadership, and new dynamics in bond markets. Our Multi-Asset team offers its outlook for the next 12 months.