The Italian Chamber of Commerce, in collaboration with Bank Julius Baer, is glad to invite you to the first webinar of 2021 second half of the year.

The final year of the last decade will go down in history as an unforgettable one, for reasons bad as well as good. The bad is painfully obvious, the good takes optimism and faith in human adaptability, resilience, and compassion in order to appreciate.

Barring any unexpected meltdown in the final fortnight of 2020, the financial market’s rollercoaster will likely end the year on a high note with most major markets in flat or positive territory. Such a scenario would have been unimaginable in the earlier half of the year.

With vaccine rollouts expected over the next 12 to 18 months, what can we expect from financial markets? Will focusing on growth as an investment style continue to maintain their lead over value-investing, or are we in for an aggressive rotation ahead?

Beyond simply 2021, tectonic geopolitical shifts (e.g. US-Sino polarity), unorthodox macro policies, increasing focus on sustainability, and continued acceleration of digitalization are trends that will leave indelible marks on the next decade. What are the implications of those trends on investment strategy?