Marko Kolanovic’s Year-End Update and 2021 Outlook

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Market and VolatilityCommentary Equity Macro and Quantitative Outlook for 2021 Our outlook for 2021 is positive for equities and more broadly for risky assets (see Global Asset Allocation). We expect markets to be driven by recovery from the COVID-19 crisis at the back of highly effective vaccines and continued extraordinary monetary and fiscal support. Given the level of interest rates,…

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