How quickly the world can change! 

2020 serves as a reminder of the dramatic market swings that are possible over short calendar year periods. The year began with the markets collapsing as the scale of the global COVID-19 pandemic took shape. This was followed by massive global economic stimulus and eventual vaccine optimism, producing a sizeable market rally by year’s end.

We examine the underlying macroeconomics at play during the year and the likely implications for the markets going forward. Among them, we note that potential volatility due to continued global capital flows may have implications for investors.

We close with a discussion of tactics to adjust to such environments by “ballasting” one’s portfolio using strategies capable of dynamically allocating between diversifying strategies and/or asset classes. 

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Welton Investment Partners