Macquarie Investment Management issued its “Outlook 2021: Resolve Amid Disorder,” which provides in-depth commentary on global equities, fixed income and alternatives, analyzing the impact of COVID-19, monetary and fiscal policy responses, and other key factors.
“Despite a range of risks ahead, we expect the global economy to gain momentum in the new year, with vaccine distribution already under way serving as a major tailwind,” said Shawn Lytle, global head of Macquarie Investment Management and president of Delaware Funds by Macquarie. “We believe the path forward will rely on discerning active management, with opportunities present among global equities, fixed income and alternatives, and investors continuing to navigate a degree of volatility and uncertainty.”
In the real assets and alternatives sectors, there will likely see increasing investor focus on ESG factors, particularly sustainability, in infrastructure investments.
“Infrastructure an
