Oreana 2021 Medium-Term Global Outlook

We recommended in 2020 that investors should prepare for a shock, review the resilience of their portfolios, and position to reduce surprises. Investors who did so experienced strong risk-adjusted returns over the year.

We think 2021 represents the start of a new economic cycle. The outlook, as ever, is uncertain. We know investing naturally involves taking on risk. We believe investing should focus on adding value through the medium-term. In 2021, we turn our focus to sustaining returns for the future.

Sustaining returns for the future means being aware of a range of plausible economic scenarios over the medium-term. And using those scenarios to stress portfolios to reduce unintended risks. Sustaining returns for the future also means identifying significant themes that will have a material impact on medium-term potential returns. Our 2021 Oreana Medium-Term Global Outlook considers these key themes and makes a range of recommendations that we expect will help deliver sustainable medium-term returns.

Our 2021 Oreana Financial Service Medium-Term Global Outlook explicitly looks at sustaining returns for the future by focusing on five key themes that are important and implementable. Implementing any of these is a good starting point for asset allocators and investors.

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