Investing in 2021: Will 2020's Winners Lose Out?

The video discusses the major risks and opportunities in the global market for 2021, focusing on the impact of the vaccine rollout and geopolitical uncertainty. It highlights the potential for emerging markets due to a weakening US dollar and suggests a shift from US to European assets and from tech to value stocks. The discussion also covers the real estate sector as a potential reopening play, with a focus on office and leisure spaces rebounding post-pandemic.

What is considered the most identifiable risk in the Western world according to the discussion?

• Technological disruption

• Climate change

• Vaccine rollouts

• Economic recession

What is a potential opportunity in the financial markets as discussed?

• Growth in the tech sector

• Strengthening of the US dollar

• Investment in emerging market assets

• Increase in interest rates

Which country's stock market reached a new high after an early exit from lockdown?

• Germany

• India

• Brazil

• China

What shift in asset preference is highlighted in the discussion?

• From tech stocks to value stocks

• From European assets to US assets

• From real estate to tech stocks

• From value stocks to tech stocks

Which part of the real estate sector is expected to rebound as economies reopen?

• Industrial warehouses

• Leisure and office spaces

• Luxury residential properties

• Retail spaces