Asset Allocations for 2021

Lecture vom 16. März 2021
Members Only
Peter Perkins
Details

By watching the recording of this webinar, you are eligible to reward yourself 1 PL credit. You may do so in your CFA Institute Account.


Topics discussed in this webinar:

  • Global economy: is a healthy, synchronized recovery secure?

  • Asset allocation: will economic and capital market realities catch up to the bullish narrative?

  • Fixed Income: will central bank credibility wane in an economic recovery scenario?

  • Credit: is there are any juice left to squeeze out of corporate debt or other credit?

  • Equities: can the corporate sector fulfill 2021 earnings expectations?

  •  Global equity rotation: are conditions in place to warrant a broad-based rotation away from the U.S.? Which other markets are most attractive?

  • U.S. dollar: will a counter-trend bounce develop? 

  • Key risks: what are the upside and downside risks for capital markets this year?

By watching the recording of this webinar, you are eligible to reward yourself 1 PL credit. You may do so in your CFA Institute Account.