A 2021 vision:What every fund manager is buying (or selling)
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A 2021 vision: what every fund manager is buying (or selling)
By Marc Jones, Sujata Rao
LONDON (Reuters) - Dump the dollar! Buy emerging markets! Stay sustainable! These are among the consensus trades investment banks and asset managers reckon will dominate financial markets in 2021.
Vaccines will - hopefully - make 2021 the year of recovery from the COVID-19 pandemic, which has upended some sectors and reinforced the dominance of others.
Here are five trades the world's biggest investment houses seem to agree on:
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