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    1. Investment Outlook

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    Investment Outlook

    Investing in the 2020s: Take two

    The brave new decade of the 2020s essentially face planted out of the blocks and as it restarts in 2021 it will be a new normal, with higher government debt, lower interest rates, significant economic slack and higher valuations.

    Learn more about the 2021 Outlook from Dr. David Kelly

    THE U.S. AND GLOBAL ECONOMY

    US economy

    U.S. ECONOMY

    Widespread vaccination should allow growth to surge later in 2021, precipitating a relatively fast rebound from a deep recession.

    Read more
    Washington policy

    WASHINGTON POLICY

    Federal debt will likely continue to grow sharply, threatening greater fiscal stress by the middle of the decade.

    Read more
    International economy

    INTERNATIONAL ECONOMY

    A more predictable trade policy from the incoming Biden administration and stronger international economic growth should push the U.S. dollar lower.

    Read more

    ASSET CLASSES

    US equities

    U.S. EQUITIES

    Earnings should rebound but overall U.S. equity returns may be constrained by high valuations.

    Read more
    Fixed Income

    FIXED INCOME

    Maintaining low short-term rates until the economy reaches “maximum employment” could lead to a steepening of the yield curve in 2021.

    Read more
    International equities

    INTERNATIONAL MARKETS

    International equities should benefit from a falling dollar and lower valuations relative to the U.S.

    Read more
    Alternatives

    ALTERNATIVES

    With returns constrained in traditional asset classes, alternative assets can provide income, diversification and downside protection.

    Read more

    INVESTING THEMES

    Asset Allocation

    ASSET ALLOCATION

    With exact timing of vaccines still in flux investors must be positioned for a fundamental shift in sentiment at nearly any moment.

    Read more
    Investing Principles

    INVESTING PRINCIPLES

    Generating strong returns in the decade ahead will require a renewed commitment to basic investment principles.

    Read more

    For important information, please refer to the homepage. 

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