- Positive vaccine trial results have boosted Citi analysts’ expectations of a likely end to the global pandemic in the second half of 2021.
- For the coming year, “COVID-19 cyclicals” such as financials and industrials appear attractive as the impacts of the pandemic recede and as central banks continue to still maintain their accommodative stance.
Over the longer-term, we are in favor of “unstoppable trends”, including:
- The Rise of Asia
- Increasing Longevity
- Digital Disruption
- New Energy
The last one is a new addition to our list of unstoppable trends, as we anticipate renewed urgency on climate change and environmental standards.
Here's our latest thinking on key long term unstoppable trends:
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