Investment Outlook 02.2021
IMT Asset Management

Investment Outlook 02.2021



The year started with a strong rally of risky assets, driven by accommodative fiscal and monetary policies and expectations that the vaccination campaign will lead to herd immunity in the second half of this year, which, in turn, could unleash considerable pent-up demand.

Thomas Trauth

Economist, Dr. rer. pol., CFA, FRM