InvestorView Q1 2021

March 19, 2021
In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.

In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.

Turning to the other pages of this issue, Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing, including its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and a prudent rebalancing plan, is a far more compelling investment strategy than market timing. As always, we also review the markets and provide an update on our current portfolio positioning and priorities.

In addition, Wealth Planning Associate Sara Turner covers considerations for those looking to help family members buy a home. Finally, we round out this issue with a wealth planning article covering a topic on many readers' minds: the Biden administration’s tax plan.

  • Silhouette of a businessman standing by the huge open gate

    Light at the End of the Tunnel: The Economy and Markets Post-COVID-19

  • Stock market or forex trading graph for financial investment or Economic trends business.

    Market and Portfolio Update Q1 2021

  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.

    The Case Against Market Timing

  • Key in keyhole on door silhouette.

    How to Help Family Members Buy a Home

  • Series of gray bubbles with one large red circle.

    Wealth Planning and the Biden Administration: What to Expect and Do When You’re Expecting … Changes to the Tax Code

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Light at the End of the Tunnel: The Economy and Markets Post-COVID-19

In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.

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