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Investment Ideas for the Next 12 Months

Positioning your portfolio for the challenges and opportunities ahead

Yoram Lustig, Head of Multi‐Asset Solutions, EMEA; Michael Walsh, Solutions Strategist, EMEA
T. Rowe Price,  December 2020

Key Insights

  • The year 2020 proved to be particularly challenging for investors as the coronavirus pandemic upended growth expectations and generated unprecedented policy responses.
  • We have identified five themes for 2021: Post‑pandemic recovery, politics and the pandemic, policy and low yields, parting styles, and pricey safety.
  • As these dynamics play out, we have identified a range of investment ideas we believe may be effective in helping to navigate the period ahead.


Access the full report from T. Rowe Price