According to Capital Market Strategist Till Budelmann of the Swiss private bank Bergos Berenberg, a more market-friendly US trade policy, the breakthrough in corona vaccines, expansive central bank policies, and a significant recovery of the global economy will provide a beneficial environment for markets in 2021. The focus remains on equities, with the US and Asia’s emerging markets appearing most promising. In addition to gold as a hedge and bonds as a diversifier, illiquid investments can be a useful addition to the portfolio. Despite all the confidence, one should still keep an eye on investor sentiment as a possible contrarion indicator. (…)
28.02.2026