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Investment Outlook Q4 2021: Slow(er) and steady wins the race

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Willem Sels
Investing
Investment Outlook

Slow(er) and steady wins the race

Sep 6, 2021

The pace of economic growth has started to slow in most countries around the world. Following the sharp V-shaped recovery earlier this year, we have now entered the mid-cycle stage. This should not be a negative for markets however, as the adage goes that slow and steady wins the race.

But what does this mean for investors? We believe portfolios should be made more resilient to volatility, so discover our in-depth investment views and insights below as we discuss opportunities and trends for the final quarter of 2021. 

Watch our video summary Watch the video: Investment Outlook Q4 2021: Slow(er) and steady wins the race
Watch our Global Chief Investment Officer Willem Sels discuss our investment strategy for the mid-cycle stage. Equity, credit and EM bond returns should remain respectable, but within equities, we increasingly focus on quality, large caps and dividends.

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