What happened during an unparalleled year - both for society and for markets
The short and long-term impacts of 2020 on key asset classes
Unique opportunities to find uncorrelated growth
“We believe a different approach is warranted, not just in 2021, but in the coming decade. The challenge is not how to position yourself for the coming year, but for the next ten years”
“In this heightened uncertainty, it is increasingly clear that what has worked in the past may not necessarily solve for the portfolio needs ahead.”
We know markets are moving faster than investors can keep up with. Which is why we've brought together our experienced investment team to dive into markets, identify risks ahead and provide their view on how to move forward with confidence - packaged into a report that investors can reference for months to come.
In this piece, we:
More of the same may not help investors reach their goals in the years ahead. We believe this may not be the time to follow the pack.