Investor Insight January 2021

This month Will Hamilton discusses our outlook for the year ahead, where we see the world bounce back economically from the global pandemic.

We have no crystal ball however, we believe 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? 

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