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Investment Strategy Overview

The Chief Investment Office (CIO) outlook on the economy, the markets, investment trends, portfolio considerations and asset-class weightings.

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2021 Year Ahead: The Gateway to the New Frontier

In our 2021 outlook, the Chief Investment Office sees the year as one of numerous transitions—first and foremost, to a more certain, albeit curious, environment, with tangible shifts such as greater capital investment and on-shoring likely to affect profits, policy, and portfolio positioning.

"The bull market for equities continues in 2021, in our opinion, and investors should reassess their portfolio allocations early in Q1 to explore where they can take advantage of this gateway year."

Christopher Hyzy Chief Investment Officer

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