As we look to 2021, many economies will enter a period of stabilisation before returning to real growth, impacted by improved consumer spending, lower unemployment rates, and various stimulus measures to support the global economy. Through a combination of practical management of COVID-19, continuing improvement in the oil price, and pent-up consumer demand, many economic sectors, most noticeably tourism, leisure and real estate are expected to see signs of recovery. However, this is a complex setting where expertise and insight will be critical for identifying the right investment opportunities.
The publication of our Global Investment Outlook for 2021, seeks to begin building a bridge to these future opportunities, and we will continue to regularly update our clients as the year unfolds.