2021 - a list of lists

Please click the link below to view Shane Oliver's views on the macro investment outlook for 2021.

The key points raised are:

  • 2020 turned out far better for investors than expected
  • 2021 is expected to provide solid returns and see a further rotation from pandemic winners to cyclical investments
  • Key things to watch for are
    • coronavirus and vaccines
    • US politics
    • China tensions
    • Inflation
    • Hit to immigration in Australia