112. Where would you rather invest in 2021?

In an investment version of the game “Would you rather…”, Darius McDermott, managing director of FundCalibre and Chelsea Financial Services, gives his outlook for 2021. Discussing equities, bonds, commodities and technology, he gives his view on what areas of the market could do well next year and what areas may continue to struggle.
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After a year of unprecedented events, surely 2021 will be more predictable? Trying to apply a little logic to the macroeconomic environment and market valuations, Darius McDermott answers the questions: Would you rather invest in developed or emerging market equities? Large or small companies? Growth or value? And corporate or government bonds?

Read more about fund manager investment outlooks for 2021

What’s covered in this podcast:

  • Whether 2021 will be ‘risk-on’ or ‘risk-off’ [0:21]
  • If developed or emerging markets are more attractive [2:21]
  • Will large or smaller companies do better next year? [4:23]
  • Should you invest in growth or value strategies? [6:49]
  • Are corporate bonds or government bonds the place to be in 2021? [10:08]
  • Will technology stocks do well again, or will another sector take the lead? [13:28]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst FundCalibre provides product information, guidance and fund research we cannot know which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before you make any investment decision, make sure you’re comfortable and fully understand the risks. Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.