Q2 2021 Investment Outlook
In our latest Q2 2021 Investment Outlook video, CIO Philipp Bärtschi discusses the recent strong economic data, and his views on what this means for markets and asset classes.
- Green shoots are gaining ground and recent macro figures are signalling a summer of very positive economic data.
- We remain underweight in high quality bonds, but see high yield and selective emerging market bonds as attractive.
- Equities markets should grind higher, but the risk of a setback is increasing.
- The rotation from growth into value is expected to continue, with small & mid-cap companies benefitting in particular.