While 2020 was a year unlike any other, there are reasons for optimism in 2021. A broad array of stimulus continues to provide an economic safety net. Vaccine availability offers the possibility of a return to normalcy that could ignite the global economy.
Ivy Investments believes the path forward requires a disciplined approach that combines resilience and a reliance on the fundamentals of active investing.
Our 2021 Global Outlook: Reasons for optimism provides more on these views:
- Above-consensus global economic forecast
- The emergence of a green revolution
- Market observations and implications