Pierre Debru, Director, Research; Mobeen Tahir, CFA, Associate Director, Research, WisdomTree
Wed, Apr 7, 2021 10:00 AM – 11:00 AM EDT
With inflation expectations on the rise, vaccines driving cyclical optimism, accommodative monetary and fiscal policy, and accelerating megatrends, the main macro themes of 2021 have started to impact markets. Join WisdomTree’s investment strategists as they discuss those key themes and why they will play a pivotal role across asset classes this year.
The five multi-asset themes are as follows:
The reflation risk:
- How can investors protect their portfolios from rising inflation expectations?
The increasing focus on the environment:
- What impact will the energy transition have on equities and commodities?
The sector and factor rotation:
- How can investors build a portfolio in a very fragmented market?
- Does geographical diversity warrant more consideration this year?
- How has the pandemic accelerated megatrends and how could this impact portfolios?
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