2021 Global Equity Outlook

<p>Quality Growth CIO Matthew Benkendorf and Portfolio Managers Jin Zhang and David Souccar remain confident about market prospects for quality growth investors in the year ahead. They explore:</p><p>&nbsp;</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;A shift in investor focus from virus-induced disruptions to the pace of economic healing</p><p>&nbsp;</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Pockets of risk and growth opportunities across global equity markets</p><br><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Consumer behavior and increased competition in the tech sector</p><p>&nbsp;</p><p>·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The challenging backdrop faced by consumer staples companies</p><br /><hr><p style='color:grey; font-size:0.75em;'> See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for privacy and opt-out information.</p>