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.

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