Global stock markets are buoyant, but not frothy. Our first portfolio of 10 global stocks last year returned 98.1%. Here are this year’s top picks

Almost to a tee, market commentators are all saying 2021 will be a better year for investors. Given the carnage triggered by the Covid-19 pandemic, economies are all enjoying a lowbase effect from which the performance indicators in 2021 will be measured.

There are other tailwinds too. Relative to other economic downturns, Covid-19 is deemed an exogenous shock, and not an inherent rot in the financial and economic systems. Even so, given how the virus is both a public health and economic crisis, governments are providing the necessary monetary and fiscal stimuli to boost recovery in employment and spending.

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