Outlook 2021: Experts differ on appeal of US, EM equities

While investors generally agree that 2021 will be a positive year for equities, their opinions diverge on which geographies to focus – except for a consensus regarding China. A Natixis survey released on December 8 found that 32% of institutional investors were looking to decrease allocations to US equities. Instead, they are looking to shift their focus to European and emerging markets (EM), as well as Asia Pacific stocks. They might have good reason. Southeast Asian stocks hav…