Discover our market outlook for 2021
Insights

Discover our market outlook for 2021

In 2020 we experienced the extraordinary, in the form of the Covid-19 pandemic that challenged individuals, families, companies, governments and investment markets around the world.

In this series of outlooks from our leading investment experts, we look at how markets and economies have been impacted by the pandemic, and what the future holds for the next 12 months.

From EMEA CIO and Global Head of Equities William Davies to fund managers representing investment areas including UK equities, emerging market equities, credit, and multi-asset, our 2021 outlooks are our guide to the themes, trends and factors that will shape the year ahead.

21 January 2021
Columbia threadneedle investments logo
Columbia Threadneedle Investments
Share article
Share on linkedin
Share on email
Key topics
Related topics
Listen on Stitcher badge
Share article
Share on linkedin
Share on email
Key topics
Related topics

PDF

Discover our market outlook for 2021

Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

Related Insights

17 March 2023

Stewart Bennett

Global Head of Alternatives

Real estate – understanding the new normal

Where next for real estate? With sections on the UK, Continental European and US real estate our team take a closer look at the economic backdrop, activity in 2022, the outlook for 2023 plus strategy calls across various sub-sectors.
Read time - 9 min
22 December 2022

Joanna Tano

Head of Research, Europe, Real Estate (EMEA)

Real Estate: Preserving Value

There was a definite air of positivity in European real estate markets in January and February 2022.
Read time - 4 min
14 March 2022

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Read time - 3 min
23 April 2024

Robert Plant

Director, Portfolio Manager, Multi Asset Solutions

Earnings season: Will Q1 earnings deliver?

After a strong start to the earnings season, a big week lies ahead.
Watch time - 5 min
22 April 2024

Olivia Watson

Senior Thematic Research Analyst

Regulation set to supercharge push on plastics

Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
Read time - 3 min
17 April 2024

In search of sustainability – following Highway 101

Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
true
true

Important information

The research and analysis included on this website has been produced by Columbia Threadneedle Investments for its own investment management activities, may have been acted upon prior to publication and is made available here incidentally. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Funds and Prices

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Our Capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.