A Post-COVID World: New Portfolios for a New Economy

Market Outlook: June 8, 2021


We are delighted to share with you the Citi Private Bank Mid-Year Outlook 2021, which presents their expectations for the global economy and markets for the rest of 2021 and beyond.

It’s been one of the most challenging periods for humanity in living memory. Now, though, the end of the pandemic is coming into view and the global economy is heading for a full reopening. Despite the return of normality, Citi Private Bank also believes the world after COVID will be rather different from how it was before. Certain changes during the pandemic are likely to endure long after the virus is defeated. And they believe that this new economy needs to be reflected in investors’ portfolios.

In Mid-Year Outlook 2021, Citi Private Bank examines our exit from the pandemic and what lies beyond. They highlight the assets that still offer recovery potential even after the strong rally of the last year, but also explain why these are unlikely to be the investments that lead markets higher in the long term. They thus seek to exploit the trends that will keep reshaping the world beyond COVID.