CIO Insights – The beginning of a new cycle

10 observations of the current market and possible implications for investors in 2021.

Following the sharp economic downturn in 2020, the stage is set for a broad recovery

With interest rates near 40-year lows, anticipate modest fixed-income returns

Disparate returns in 2020 make the case for active investing

Market timing was particularly costly in 2020

Cycles matter

Secular trends require consideration, but so does price

ESG is more than a buzzword

The COVID-19 pandemic continues to grip the world in 2021

It’s still necessary to expect the unexpected

Markets are at all-time highs, and while there is froth, there is also opportunity