FTSE 100 investing: I think these 3 macro-trends will drive a stock market rally in 2021

Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Image source: Getty Images I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Enter Your Email Address Manika Premsingh | Saturday, 3rd October, 2020 Manika Premsingh owns shares of AstraZeneca, BT GROUP PLC ORD 5P, Burberry, and JD Sports Fashion. The Motley Fool UK has recommended Burberry, InterContinental Hotels Group, and Lloyds Banking Group. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. FTSE 100 investing: I think these 3 macro-trends will drive a stock market rally in 2021 Simply click below to discover how you can take advantage of this. So far, 2020 has been a washout year for the FTSE 100 index. The index was down 22% in September compared to January. While some recovery was seen in the months following the stock market crash, it proved to be weak and uneven. But I think there’s still a whole lot to look forward to as we go into 2021. Here are three macro trends that could flip the mood back to optimism in the next year. #1. V-shaped recoveryMonthly economic data has already shown recovery. The Bank of England has long been optimistic and expects a V-shaped recovery. Continued policy support in the form of the jobs support scheme, stamp duty holiday, and financial support to struggling businesses can continue to drive growth for now, until the economy finds its own stability. In other words, any impending broad-based economic disaster could have been averted even if it takes a while for the economy to start booming again. I’d consider FTSE 100 cyclicals like retailers JD Sports Fashion and luxury brands like Burberry to buy into the recovery, in the UK and elsewhere.  5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…#2. Coronavirus vaccineWhile all of us would hope it were sooner, according to The Guardian’s latest report, a vaccine could be available as early as next year. Another coronavirus surge in the UK is a mood dampener. The markets aren’t happy with the US President Donald Trump, contracting it either. But on the whole, progress has been made and FTSE 100 companies are at the forefront of vaccine development. AstraZeneca is one example. It’s already ahead, and if it reaches the finish line, the already coveted stock will add another feather to its cap. At the very least, better control on coronavirus is possible by then, which should give some more breathing space to travel and hospitality stocks like International Consolidated Airlines Group and Intercontinental Hotels Group. #3. FTSE 100 stocks’ dividends returnMany FTSE 100 companies suspended dividends earlier this year and some were explicitly encouraged to, like banks and insurers. However, a few months later, some companies have already started paying dividends again. Stocks with some of the biggest dividend yields, like BT and Lloyds Banks, may not be back in the fray yet, but others like house-builder Persimmon are. Its level of dividends is lower than it was earlier, but the fact that it has brought them back makes me optimistic that they will grow overtime. I think as more companies regain confidence to pay dividends, investors will return to the stock markets as well. Risks to FTSE 100That said, risk exist too. We don’t know what the outcome of the US elections will be. In so far as the world catches a cold when the US sneezes, we should watch out for this one. There’s also the Brexit hot potato. A lot rides on how things turn out in the negotiations. All in all, though, there’s much reason to look forward to 2021, even if right now it may not look like it. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. “This Stock Could Be Like Buying Amazon in 1997” Our 6 ‘Best Buys Now’ Shares Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. See all posts by Manika Premsingh read more


What does Aarti’s dream home look like?

first_img What is the best thing about your suburb? FOLLOW US ON FACEBOOK Where do you live and why? We live in Hope Island because it’s a beautiful yet very practical suburb for busy modern living. Our first home was here in one of the estates. Aarti Bajaj at the award ceremony in Los Angeles last week. Picture: Supplied.The World Championship of Performing Arts in Los Angeles presented her with three silver and two bronze medals for excellence in drama, dance, and modelling.Ms Bajaj is the director and star of the Indian dance spectacular Meera which launched on the Gold Coast last year and has since toured to New Zealand.She’s also a mother of two and a sonographer, and dreams of finding a home where she can spend more time with the kids and less time doing the chores. What do you love about your home? More from newsNoosa’s best beachfront penthouse is about to hit the market12 hours agoNoosa unit prices hit new record high as region booms: REIQ12 hours agoWe love this house because it has a perfect urban Gold Coast living feel to it. We continue to reside in our first house on Hope Island. It is very contemporary, on beautiful waters, facing the magnificent Hope Island Golf Course. Maybe change our interiors a little more, I mean make it a little more contemporary. What would you change about your home? Hope Island is beautiful, safe, and close to multiple great schools and parks for kids and minutes to the motorway. It’s just a perfect, relaxing yet luxurious location for a busy working couple. The northern Gold Coast suburb of Hope Island. Picture: Mark Burgin. Gold Coast-based performer Aarti Bajaj. Picture: Helen Selmeczy.QUEENSLAND performer Aarti Bajaj has returned to Queensland with a bag of medals after competing in the Olympics of the performing arts world. Houses are not just expensive to buy, they are even more expensive to maintain. Therefore never over capitalise. Don’t put all your eggs in one basket. If money was no option, what would be your fantasy home and where? I would continue to live where I live but my fantasy home would be a house with loads of domestic help. Loads of help so that I can spend more time towards things that really matter to me like playing with my kids, spending time with my husband and doing loads of creative work. What was the best piece of property advice you were given?last_img read more