Institutional investors facing brighter 2021 but challenges remain

Institutional investors facing brighter 2021 but challenges remain

January 5, 2021

“If the dollar pops because of economic shock or a resurgence in financial instability, it could wreck assumptions that are currently baked into bond yields and equity markets. If I were looking at this as an investor, I’d be conscious of assuming that the dollar will continue to fall and that it’s going to continue to provide lift to emerging markets and commodity prices,” says Karl Schamotta, Chief Market Strategist at Cambridge Global Payments.

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