It roiled stocks two weeks ago, but Omicron's effects were short-lived.
Goldman recommends owning cyclical equities led by stocks that benefit from the reopening of economies.
European earnings have been resilient to rising inflation and supply chain problems.
Earnings give stocks an inflation hedge, say Barclays strategists.
The firm's analysts expect corporations to be the biggest source of equity demand for the rest of 2021.
New carbon goals may lead to penalizing emissions or requiring renewable power in the U.S.
Goldman is expecting the S&P 500 to end the year at 4,300, implying a new all-time high.
A rush into so-called ESG investments may be causing a bubble as valuations rise dramatically in certain stocks.
International investors and economists give their outlook for global developed markets in 2020
ESG asset growth has outpaced that of U.S. and European equity funds over the past 12 months, BNP Paribas said.
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