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Investing in the 2020s: Take two

The brave new decade of the 2020s essentially face planted out of the blocks and as it restarts in 2021 it will be a new normal, with higher government debt, lower interest rates, significant economic slack and higher valuations.

Learn more about the 2021 Outlook from Dr. David Kelly

THE U.S. AND GLOBAL ECONOMY

US economy

U.S. ECONOMY

Widespread vaccination should allow growth to surge later in 2021, precipitating a relatively fast rebound from a deep recession.

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Washington policy

WASHINGTON POLICY

Federal debt will likely continue to grow sharply, threatening greater fiscal stress by the middle of the decade.

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International economy

INTERNATIONAL ECONOMY

A more predictable trade policy from the incoming Biden administration and stronger international economic growth should push the U.S. dollar lower.

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ASSET CLASSES

US equities

U.S. EQUITIES

Earnings should rebound but overall U.S. equity returns may be constrained by high valuations.

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Fixed Income

FIXED INCOME

Maintaining low short-term rates until the economy reaches “maximum employment” could lead to a steepening of the yield curve in 2021.

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International equities

INTERNATIONAL MARKETS

International equities should benefit from a falling dollar and lower valuations relative to the U.S.

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Alternatives

ALTERNATIVES

With returns constrained in traditional asset classes, alternative assets can provide income, diversification and downside protection.

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INVESTING THEMES

Asset Allocation

ASSET ALLOCATION

With exact timing of vaccines still in flux investors must be positioned for a fundamental shift in sentiment at nearly any moment.

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Investing Principles

INVESTING PRINCIPLES

Generating strong returns in the decade ahead will require a renewed commitment to basic investment principles.

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Este website possui finalidade informativa, de natureza educacional, e não foi elaborado com o intuito de servir como recomendação para produtos ou estratégias de investimento em qualquer jurisdição. Ao acessar este conteúdo, você concorda com a finalidade pretendida. Todos os exemplos usados são genéricos, hipotéticos e apenas para fins ilustrativos. O J.P. Morgan Asset Management e suas afiliadas não sugerem que quem visita este website tome qualquer ação específica. Este conteúdo não é imparcial e está sendo fornecido em conexão com a publicidade dos serviços de gestão de recursos para fundos de investimento. Antes de tomar qualquer decisão financeira, o investidor deve buscar orientação de consultores financeiros, jurídicos, tributários e profissionais que levem em conta todas as circunstâncias particulares de cada investidor. As opiniões aqui descritas baseiam-se nas condições atuais de mercado e estão sujeitas a alterações sem aviso prévio. Acreditamos que as informações fornecidas aqui são confiáveis, mas não devem ser consideradas precisas ou completas e/ou servir como base para decisões de investimento. As visões e estratégias descritas podem não ser adequadas para todos os investidores.


J.P. Morgan Asset Management é a marca comercial para a divisão de gestão de ativos do JPMorgan Chase & Co. e afiliadas no mundo.

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