Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However, risks linger, not least those related to the pandemic. Overall, this constellation makes for a stock pickers’ market, argues Guy Davies, CIO of Equities.
This Market weekly is part of the BNP Paribas Asset Management podcast series on our investment views and strategies. Also read the related article on our blog.
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