This week, in our final article of the year, we make some predictions going into 2021. Hopefully I end up with a better score than the 3.5/5 for 2020. I wouldn’t bet on it, but again this is the investor in me looking at my surroundings and trying to come up with probabilities. So without much ado (not about nothing), here are five more.
Time to review 2020 and prognosticate on 2021. Around this time last year we wrote a piece titled "2019 A Surprisingly Good Year for Risk Assets: 2020 Outlook," time to do it all again.
At the beginning of this year, I had made five rather bold predictions and this week we thought it timely to revisit them. With hindsight, some of them were downright comical and some right but for perhaps the wrong reasons. Whatever maybe the case, the one thing that as investors we should always seek to do is to constantly assess and reassess our assumptions as facts change.
Recent weeks have highlighted the rather uncomfortable and somewhat frosty relationship between our nation and our largest trading partner. Hence we thought it might be pertinent to revisit the topic, something we first elaborated upon in the infancy of the Trump administration and his “trade war.” Much has changed and the situation continues to evolve.
Markets & Commentary
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.