Beaumont Capital Management continues to hit it out of the park with their market commentary. One of their most recent advisor updates follows . . . now with video!
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It was a year of firsts and unprecedented events, but—at a high level—2020 was almost the perfect continuation of the trends established in the decade that preceded it.
What does it all mean for investors in 2021? Click below to hear BCM Portfolio Manager Brendan Ryan provide a review of 2020, the fourth quarter, and our thoughts on what you should be keeping an eye on as we move forward:
Still, important differences remained: the surge in speculative trading, growing potential for reflation, and a Covid-induced change to factor investing to name a few
Remember, if you want to talk to their people to test the assumptions or just get a better sense of where they see the market going, the VIP Messenger is only a click away.
