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Here are the 10 market-driving themes investors need to know about in 2021

Covid-19 vaccine to provide a shot in the arm for equity markets, bank analysts say

"Investors should position for a broader and deeper global economic expansion in 2021, which should favor risky assets in general, but the most growth-sensitive assets in particular, including commodities, cyclical equity sectors and emerging markets,” the Goldman note said.
"Investors should position for a broader and deeper global economic expansion in 2021, which should favor risky assets in general, but the most growth-sensitive assets in particular, including commodities, cyclical equity sectors and emerging markets,” the Goldman note said. Photo: Akos Stiller/Getty Images

Analysts at Goldman Sachs have picked out the top 10 macro and market themes they expect to dominate the investment sector going into 2021. A vaccine-led recovery will give a strong boost to cyclical assets such as commodities, emerging markets and some equity sectors, the analysts wrote.

However, they warned that the path to recovery will be tricky with further economic weakness to endure before the rebound kicks in.

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