Where to Invest in 2021

9th February 2021

Our 2021 Outlook is now available.

Access our full Outlook to read more about our key investment themes for the coming year, including:

• Why we think small cap stocks are likely to continue to outperform at this stage of the current economic recovery.

• How further anticipated pressure on the U.S. dollar would benefit developed and emerging market equities and globally diversified investors.

• Why non-traditional and less interest rate sensitive fixed income investments will be a focus of ours in this environment of historically low rates and potentially rising inflation.

• The importance of real assets such as real estate and infrastructure if inflation does indeed kick in during 2021.

While our overall return expectations for stocks and bonds are lower for 2021, we note that current market forces are very favorable for globally diversified investors.

Click HERE to read more.

Wondering how your portfolio is positioned in light of the outlook for 2021? Let’s Talk.


Kristin Castner, CFA

Kristin Castner, CFA

At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.

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