In focus

Math vs Policy: Which will reign supreme in 2021?


In 2021, we’ll be keeping an eye on valuations which are currently back to pre-pandemic lows (making the bond math look somewhat bleak). We’re also cognizant that continued Fed and fiscal policy support offers a good environment for risk taking, favoring a variety of bond sectors. Let the match begin!

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.