Pro-risk tilt in multi-asset portfolios

J.P. Morgan Asset Management ‘Global Asset Allocation Views’ – 1Q 2021

The global recovery is set to broaden out, with 2021 likely to see growth above trend. Ample slack in the economy suggests inflation will pick up only slowly, so monetary policy is likely to remain supportive throughout the year.

Economic recovery

We will begin 2021 with a renewed conviction that the economic recovery is robust. As the year progresses, we expect growth to broaden out and…