Investment Insights

Market Commentary - January 2021

13 January 2021

The year of 2020 will go down in history as a year of extremes – running a gamut of topics. There were unprecedented occurrences witnessed and opportunities to apply lessons learned.

There were tremendous market movements – fraying the nerves of less confident investors yet creating opportunities for those with discipline. These lessons now serve as beacons that allow disciplined investors to take advantage of opportunities and will be instrumental for 2021.

Highlights from our commentary include:

  1. Why investors should focus on the true determining forces of economies and markets.
  2. How monetary stimulus has provided U.S. consumers (70% of the U.S. economy) with higher disposable incomes and increases to savings.
  3. Despite circumstances, markets demonstrated a much clearer focus on policies than politics.

Click below to read our full Market Commentary for January 2021 – A Matter of Extremes.

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