Q2 Outlook 2021: Staying the course

With record amounts of stimulus still gushing through global markets, and the economic cycle at a relatively early stage, we remain positive on risk assets.

The short-term outlook is one of economies opening up and normalising.
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With record amounts of stimulus still gushing through global markets, and the economic cycle at a relatively early stage, we remain positive on risk assets.

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Emiel van den Heiligenberg

Emiel van den Heiligenberg

Head of Asset Allocation

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