Investing for a post-COVID world

As the virus departs in 2021, the global economy will recover more quickly and robustly from the COVID recession than from a more typical large downturn. The backdrop this optimistic outlook is the remarkable resilience seen despite the pandemic.

Read the full report, learn more about key themes in the report, and view related videos.

Join us for four virtual events starting on November 10

Urbanization may radically change not only the landscape but also investors' portfolios. Creating the livable urban centers of tomorrow calls for a revolution in the way we provide homes, transport, health, education and much more.

Our expert guests will explore the future of cities and its implications for your wealth.

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Join us for six virtual events starting on September 23

'Regeneration' is a mind set and collection of practices which bring a different framing to the moment we find ourselves in. Rather than asking how can we bounce back from the crisis, this approach asks how we might create a system that can evolve, learn, and respond more effectively to the complex challenges that we face now and in the future.

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No Ordinary Recession, No Ordinary Recovery

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.

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