Finding Comfort in An Uncomfortable World

It’s that time of year again to form expectations for the next 12 months. Since the last time we released our start-of-the-year Sound Thinking, the world has changed entirely. It is difficult for investors to look forward to 2021 with much certainty. However, in the latest Sound Thinking, our CIO, Ian Toner, CFA will outline the following topics that an investor might want to add to their agenda for the coming year.

      1. Investing is hard
      2. The Charles Montgomery Burns Market
      3. Really? Estate
      4. Chaotic to Kinetic
      5. Churchill Was Right
      6. Inflation Eventually?
      7. Functionally Focused Thinking
      8. Crypto-confusion
      9. China Isn’t Going Away
      10. Thinking Harder & Better