The information and opinions contained in this Website is based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any misrepresentation, errors or omissions. You are about to enter the website of Eastspring Investments (Luxembourg) S.A. (the "Management Company"). ... “Dato il contesto in miglioramento, in termini di asset allocation continuiamo a prediligere l’azionario, con preferenza sull’azionario europeo in ottica geografica e il comparto tecnologico in ottica settoriale”. The sustainability transition to a Circular, Lean, Inclusive and Clean (CLICâ¢) economy . But those gains will mask a significant divergence in the returns of regional markets. Invesco Investment Solutions shares our tactical asset allocation outlook for 2021. All rights reserved. With interest rates likely to stay ultra-low in 2021, investors, in their search for higher yield, could also keep an eye on the stability of bond issuers and consider the risk factors of different bond classes to help maintain a low correlation in asset allocation. Please do consult your local financial advisors for more information. You can find more information under the Privacy Statement. That said, they remain bearish on a large portion of developed market government bonds and favour an allocation to equity on a selective basis. This website uses cookies to make sure you get the best experience on our website. Pacific Investment Management Company LLC 401 Congress Ave, Ste 2200 Austin, TX 78701. Harvest Volatility Management 2021 Outlook: Asset Allocation and Total Return Essential to Portfolio Construction and Mitigating Risk PRESS RELEASE PR Newswire Jan. 21, 2021, 03:22 PM Hence, we believe investors will gravitate to equities. or strategies discussed are suitable to your needs. UBS Asset Management (Singapore) Ltd is part of the Asset Management business division of UBS Group AG. The value and income from investments may fall as well as rise. The appeal of opportunities in multi-asset hedge funds and alternative assets could increase in this low-yield-for-longer environment. IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, YOU ARE NOT AN AUTHORIZED USER OF THESE SERVICES AND YOU SHOULD NOT USE THIS WEBSITE. The direction of US fiscal policy will be key to the path of future bond yields; an expansionary policy will likely see bond yields in the long end rise. Bond yields, although off the lows in March still do not offer great value. In the US for example, a fiscal gridlock may last until next year depending on the final Senate make up. NEW YORK, Jan. 21, 2021 /PRNewswire/ -- Harvest Volatility Management, ("Harvest"), a leader in options-based yield enhancement strategies, risk reduction, alternative beta and absolute return investment strategies for institutional, family office and high-net-worth investors, is today sharing its outlook on what the New Year is likely to bring for investors. We have approached the final quarter of 2020 with caution, in light of the growing number of economic lockdowns imposed again by COVID-19 and the risk of further US election outcome issues that may trigger market volatility. Each investment product and service referred to on this website is intended to be made available only to residents in Singapore. A number of comments in this Website are based on current expectations and are considered âforward-looking statementsâ. ... L’asset allocation per il 2021. My takeaway from Tim’s economic outlook is that 2021 will be the year of hope. Past performance is not necessarily indicative of future performance. Market outlook 2021: Evan Brown, head of macro asset allocation at UBS Asset Management told investors thereâs the more positive news around vaccine ⦠Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc (a company incorporated in the United Kingdom). Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc (a company incorporated in the United Kingdom). ... Fiscal-policy uncertainty contributes to the cloudy inflation outlook for 2021. Any investment will be made at your sole risk and UBS is not and shall not, in any manner, be liable or responsible for the consequences of any investment. For the avoidance of doubt, this shall not affect the rights of any permitted assignee or transferee of the Terms. UBS, its officers and/or employees may have interests in any of the investment products referred to on this Website by acting in various roles. No representations are made with respect to the eligibility of any recipients of this document to acquire interests in securities under the laws of your jurisdiction. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. A number of comments in this document are based on current expectations and are considered âforward-looking statementsâ. The registration of the Prospectuses by the MAS does not imply that the SFA or any other legal or regulatory requirements have been complied with. Get investment insights straight to your inbox. This document is intended for limited distribution and only to the extent permitted under applicable laws in your jurisdiction. Eastspring Investments Incorporated is not affiliated with Prudential Financial Inc, a company whose principal place of business in the United States of America. By subscribing, you are agreeing with the Terms of services. In our view, this makes emerging market dollar-denominated debt, including Chinese government bonds, particularly compelling. Historically, the Bank of Japan cut its interest rate to 0% in 1999, and it only managed to keep policy rate above 0% for a brief period of time in 2000-2001 and 2006-2008. "We do think he will de-emphasized trade policy and tariffs, to the point where ⦠actually tariffs begins do get removed somewhat, and as part of a partial reset in relations between the two countries. PT Eastspring Investments Indonesia makes no representations whatsoever about any other website which you may access through this website. This document is not intended as an offer, a solicitation of offer or a recommendation, to deal in shares of securities or any financial instruments. We highlight three new investment themes and update our asset views under our tactical asset allocation framework. 28 dicembre 2020. This may well act as a catalyst for asset allocation away from cash and towards investments better suited to an inflationary environment. Eastspring Investments (excluding JV companies) companies are ultimately wholly-owned/indirect subsidiaries/associate of Prudential plc of the United Kingdom. You may not assign your rights under the Terms without our prior written consent. Asset Allocation Outlook: Opportunities in a Post-COVID World. 2021 Outlook: A Note from CEO, John Dowd READ MORE. NEW YORK, Jan. 21, 2021 /PRNewswire/ -- Harvest Volatility Management, ("Harvest"), a leader in options-based yield enhancement strategies, risk reduction, alternative beta and absolute return investment strategies for institutional, family office and high-net-worth investors, is today sharing its outlook on what the New Year is likely to bring for investors. J.P Morgan Global Alternatives, the alts investment arm of J.P. Morgan Asset Management with more than $150 billion in managed client assets, has released its third annual Global Alternatives Outlook, offering a fairly robust forecast for the next 12-18 months across key alternative asset classes. Neuberger Berman. 2021 Market Outlook â Asset Allocation. Eastspring Investments herein refers as Eastspring. This document is produced by Eastspring Investments (Singapore) Limited and issued in Thailand by TMB Asset Management Co., Ltd. Investment contains certain risks; investors are advised to carefully study the related information before investing. Any opinion or estimate contained in this document may subject to change without notice. Data as of 10 November 2020. Access our full 2021 investment outlook Discover our Global Market Strategy Office’s insights into World GDP and tactical asset allocation in 2021. You fully understand and agree that, by making available this Website, UBS should not be construed as making: (a) any endorsement of any investment product referred to in this Website; (b) any representation that UBS has performed any due diligence on any investment product referred to in this Website; or (c) any representation that the information in this Website is complete, accurate, clear, fair and not misleading. 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