2021: Volatility likely, surprises fewer
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Steve Cain
Portfolio Manager -
Aneet Chachra, CFA
Portfolio Manager -
David Elms
Head of Diversified Alternatives | Portfolio Manager
Market GPS |
2021: Volatility likely, surprises fewer
-
Steve Cain
Portfolio Manager -
Aneet Chachra, CFA
Portfolio Manager -
David Elms
Head of Diversified Alternatives | Portfolio Manager
The message to take away from 2020 is that the rules are changing. Traditional fiscal and monetary policy has been replaced by exceptional measures to prop up economies and protect jobs in the face of a global pandemic, while increasingly antagonistic relations between countries have ushered in an era of heightened macro and political uncertainty.
Head of Diversified Alternatives David Elms and Diversified Alternatives Portfolio Managers Steve Cain and Aneet Chachra consider the impact of 2020 on investment markets. They explore some of the areas they are looking at as potential risks (and opportunities) for investors as we move into 2021 and explain why they believe that investors should look beyond traditional investment vehicles for real diversification and volatility mitigation.