Economics for Investment - 2021 Outlook

Our quarterly publication, looking at economic trends and long-term asset allocation themes. We assess the outlook using our SOLVER framework. Our regular Focus looks at the impact of Covid on productivity trends, such as working from home. Plus 10 pages of regional analysis covering the US, UK, Euro zone, China and Japan.

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House prices have risen strongly in the last couple of years in the US, Canada, UK, Germany and Australia after over a decade of prior steady gains, taking valuations to high levels. But housing marke