
2021 ClearPath Market Outlook
I've spent the first couple of weeks of the New Year holding meetings with asset management firms, sitting in on countless webinars, and reading numerous market outlooks in order to get an idea of what other investment strategists are thinking and how our active portfolio managers are positioned to begin 2021. Not every manager/team/asset management firm have the same outlooks, which makes this a very productive exercise. Doing this thorough research project is an undertaking I do twice a year – once in January and July. As part of this process, I compile different market perspectives to help myself and our team formulate our views and what portfolio changes, if any, we should consider.