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.
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”
Gabriel Hammond
Chief Executive Officer
“In this heightened uncertainty, it is increasingly clear that what has worked in the past may not necessarily solve for the portfolio needs ahead.”
Agam Sharma
Chief Investment Officer
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.