Outlook 2021

This year continues handing us excitement and changes.  On the other hand, in the investment world, American Funds has often used a slogan: "Our focus is on delivering consistent results for long-term investors."  In that vein, American Funds has provided their Outlook 2021 brochure, which is their "long-term perspective on markets and economies."

Continuing with that long-term theme, the Capital Group (parent company of American Funds) has also compiled an intriguing brochure The World in 2030:  10 Predictions for Long-Term Investors.  This commentary includes the perspectives of ten portfolio managers on what 2030 might be like, and "how these shifting trends influence their investment decisions."

“After a stellar 2020, the bond market is coming under pressure”, but the authors of Four reasons not to fear rising interest rates believe that “from a vantage point that is both long term and recognizes the roles of fixed income in a balanced portfolio, it’s clear that rising rates are no reason to abandon bonds.”

If you are fascinated by the pace of innovation across industries, take a look at These 3 laws drive innovation and investment opportunity.  Research efforts by Capital Group help them “track the advances leading the technology, health care and energy industries in new directions.”

The stock market may see increased volatility in the upcoming period.  Remember not to "chase the returns", but rather follow your financial plan which you have discussed with your advisor.

Please call (402) 571-1505 if you have any questions.