The Future is Exciting
As 2020 ends, many of us are going to be thankful for a new chapter and to move on with our lives in 2021. While the year has been filled with tragedy, it will also go down as the year that sped up America’s digital revolution, and just as important helped close the digital divide for the many Americans who were reticent to consider new ways of shopping, communicating, and conducting business.
Entering 2021, technological disruption is ACCELERATING at an exponential scale, and our research suggests that investors want to remain focused on investing in companies that are at the forefront of enacting change. In the new year, our client portfolios will focus on investing in our favorite digital leaders and new areas of interest such as alternative energy and payments, the video gamification of the U.S. economy, as well as 3D printing and genomic medicine. We could not be more excited about the future and our continued partnership with all our client and advisor friends.
In this week’s market update, we will review the state of the recovery, compare it to the 2009 recovery, and discuss what that means for 2021. Second, we will review our investment philosophy, discuss where our companies sit on the disruption curve, and some of the misnomers we often hear about investing in disruptive leaders. Lastly, we will wrap things up by taking one last look at the credit markets in 2020 and assess the state of the U.S. reopening in the face of rising COVID case counts.
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