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Market & Portfolio Review: 1-15-21

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When Money is Cheap, Keep it Simple

The events of the past week in D.C., while abhorrent, remind us that asset prices and their long-term direction are influenced by factors such as innovation, disruption, and growth, NOT POLITICS. As we move forward, we expect that the rising supply of cheap money, low inflation, and a 2021 earnings recovery will be supportive of stock prices over the next 12 months. As a result, we remain positioned in companies dominating innovation and disruption, such as cloud computing, genomics, and leading brands amongst millennials and generation Z.

In this week’s market update, we will review our liquidity indicators across the U.S. and China to measure the degree of monetary policy support for asset prices in 2021 and what it means for client portfolios. We will also compare the current stock market environment to that of 2000 and ask whether the two time periods are similar or different. Lastly, we will review the health of the credit markets, along with a quick discussion of where we see risk within the stock market.

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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