2021 Themes and Outlook
(Watch time total: 37 minutes) As we say good riddance to a year of sorrow, frustration, and the unthinkable, we do see brighter times ahead for 2021, especially in the second half of 2021 when we can start putting COVID-19 in the rear-view mirror. We offer our four forward-thinking market themes and 2021 outlook. The most important takeaway for investors is that 2021 will be another year that requires patience, discipline, and flexibility.
Click here to read PDF commentary.