Last month we published the Hamilton Wealth Partners (HWP), Investor Insight 92: the year that was, reflecting on what shaped 2020.
This month we publish our outlook for the year ahead.
We believe 2021 will be the year where we see the world bounce back economically from the global pandemic.
These are very difficult pieces to write as we have no crystal ball.
2021 will be dominated by many crucial political events, notably the Presidency of Joe Biden, continued global tensions with China and now the impact of Brexit as a result of it being concluded.
The big question is what will Central Banks (CBs) continue to do regarding stimulus. Do they keep it, do they remove it or will they head in another direction and resort to macro prudential controls in areas such as housing?