Outlook 2021


Here’s (Almost) Everything Wall Street Expects in 2021

After a year that made a mockery of every best-laid investment plan, the prognosticators of Wall Street could be forgiven for greeting 2021 with an abundance of caution.

Instead if there’s an oversupply of anything, it’s optimism.

Recovery. Revival. Rotation. Reset. These are the words dominating the annual stack of market outlooks from the world’s biggest banks and investment firms for the year ahead. Caveats abound, but the consensus is that after the Covid-spurred crash, the vaccine is setting the stage for a new period of economic growth—and rising asset prices.

Bloomberg News has once again collated and condensed the key calls to present more than 500 of them here by macro theme, asset class and institution.

Grouped by

See outlooks for previous years: 2020 and 2019