We titled our 2020 outlook ‘Challenging’, clearly one of the biggest understatements ever. As we close the books on perhaps one of the most volatile years, there is optimism for 2021. Of course markets at all time highs helps, as does vaccine news and the steady parade of stimulus. We have included three key themes for next year:
- Dividends back in vogue
- International & Emerging Markets
- Rethinking part of the 40