Last month’s 2021 Market Lookahead commentary (December Commentary) included the text, ‘we continue to be of the view that the near-term setup for stocks remains good given the ‘market nirvana’ combination of open-ended stimulus and the pending recovery in earnings. While we expect cyclical and value-oriented stocks to outperform ‘high growth, momentum’ stocks during the next several months, neither do we foresee interest rates climbing enough to cause a stampede away from these heavily weighted securities.’ Our message today remains the same.
Alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement.
Alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement.