Investment manager with Nordic aspirations takes cautious stance

Albeit Covid-19 is now more under control in India the scars of it have been very large. China, on the other hand, seems to be one of the countries reaching pre-pandemic levels in terms of growth next year, says Triodos Investment Strategist Maritza Cabezas Ludena.

Triodos IM notes that pre-pandemic economic activity levels would only be reached once a vaccine against Covid-19 has become widely available, around the second half of 2021. In many emerging market countries difficulties will continue also next year. | Photo: Pexels: Anna Shvets.

Triodos Invesment Management expects global growth to rebound both in emerging and developed economies but also remains cautious in asset allocation for 2021, the company’s Investment Strategist Joeri de Wilde says.

According to de Wilde, who commented on 2021 outlook in a recent webinar, the company is staying underweight in equities and neutral on bonds, and overweight in cash.

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