Ten Themes for 2021

To kickstart our Behind the Markets podcast in 2021, we had the pleasure of chatting with John Davi of Astoria Portfolio Advisors about the 10 themes he’s incorporating into his model portfolios for 2021

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Yahoo Finance: ETFs To Watch As Biden Prepares To Present Stimulus Plan

While 2020 was a record year of inflows for ETFs, a couple of weeks into the new year, there are other things to expect due to those increased flows. ETFs Trends CEO, Tom Lydon, joined host Alexis Christoforous on Yahoo Finance’s “ETF Report,” where he focused on potential fiscal/monetary stimulus policies, Covid-19 vaccine bets, and hopes for more stimulus checks.

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Structural and Cyclical Forces to Keep Inflation in Check

In the 1970s the most dreaded word in economics was inflation. Fast forward to the present and many are wondering if we will ever see sustained inflation again. Given the unprecedented central bank intervention over the last twelve years, inflation has been remarkably subdued, indeed at times investors have fretted that the US was experiencing deflation.

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Economic Overview for 2021 Explained in 16 Charts

The U.S. economy slowed into year-end as coronavirus cases surged following holiday gatherings and newly initiated shut-downs were enacted by various state governments. The slowdown will likely be reflected more clearly in the December and January numbers, as early Fall had the US economy on the rebound.

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2021 Outlook Summary: Out of the Darkness

RiverFront places a high probability of positive market returns in 2021 2020 was a dark year by almost any standard imaginable. Riverfront’s Outlook theme for 2021 is Out of the Darkness , which references not only the renewed optimism society is placing on a vaccine for COVID-19, but also the emergence of what we believe is a new positive economic and market cycle.

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Forget FAANG. It’s Time to Scale MT SAAS

By Jeremy Schwartz, CFA, Global Head of Research; Kara Marciscano, CFA, Senior Research Analyst Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks (Facebook, Amazon, Apple, Netflix and Google), that so aptly portrayed technology market…

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Global X 2021 Outlook

By Global X In 2020, annual outlooks quickly became obsolete as the COVID-19 pandemic caught the world by surprise. Nearly a year later, we believe massive stimulus efforts, vaccine development and distribution, and new political agendas put us on a  likely  more predictable path to recovery.

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