CIO Insights – The beginning of a new cycle

02.05.21

CIO Insights – The beginning of a new cycle

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

  1. Following the sharp economic downturn in 2020, the stage is set for a broad recovery
  2. With interest rates near 40-year lows, anticipate modest fixed-income returns
  3. Disparate returns in 2020 make the case for active investing
  4. Market timing was particularly costly in 2020
  5. Cycles matter
  6. Secular trends require consideration, but so does price
  7. ESG is more than a buzzword
  8. The COVID-19 pandemic continues to grip the world in 2021
  9. It’s still necessary to expect the unexpected
  10. Markets are at all-time highs, and while there is froth, there is also opportunity