Emles annual outlook 2021
Those that run with the pack will be left behind
By Gabriel Hammond, Dave Saxena, Agam Sharma, Emanuel Zareh, Rachel Deinhart and Yev Shelkovskiy
As investors face a challenging economic landscape, they are confronted with financial markets where asset class behaviors often evolve faster than can be understood. In our inaugural Outlook piece, we provide a review of key asset classes along with our outlook on where we see opportunities for investors going forward.
2020 hindsight
What happened during an unparalleled year - both for society and for markets
2021 and beyond
The short and long-term impacts of 2020 on key asset classes
In with the new
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.”
