Jorry Nøddekær, highlights the three key themes that he expects to take centre stage in 2021: a global cyclical recovery, a technology upgrade super-cycle and the continued – and accelerated – digitalisation of services. Jorry also explain why, as global debt levels and central bank balance sheets expand, Asia, in particular, has the potential to gain safe haven status, attracting global capital flows and generating attractive long-term, sustainable opportunities.