We have updated our Privacy Policy and Terms of Use for Eurasia Group and its affiliates, including GZERO Media, to clarify the types of data we collect, how we collect it, how we use data and with whom we share data. By using our website you consent to our Terms and Conditions and Privacy Policy, including the transfer of your personal data to the United States from your country of residence, and our use of cookies described in our Cookie Policy.

As a new economic and market cycle gets underway, we release our Mid-Year Outlook, 'From Fear to Prosperity: Investing in a New Economic Cycle'.
We expect a more rapid rebound than many others do. But just as the COVID-19 collapse is no ordinary recession, this will be no ordinary recovery. We believe the new cycle calls for a new approach to investing. While beaten-down bargains are less widespread, we identify markets with greater rebound potential. We also update long-term asset class return estimates and outline important allocation shifts needed to seek diversification in today's world of very low interest rates.
Read the full report, learn more about key themes in the report, and view related videos.