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.
- 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
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