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Pivot point Q&A
Looking back on the last twelve months, a year since the pandemic “lockdown” became effective, it feels like we are at a pivot point. Finally. Notwithstanding an on-going race between the vaccine and new variants, a re-opening of the U.S. economy is palpably in the offing, and markets are poised accordingly.
This seems a good time to take stock of the year gone by and take a gander at the months ahead. What follows, after a brief preface, is the edited transcript of a “Question & Answer” session we conducted for a different, less erudite, publication. Impressed by our own answers (which is altogether unwarranted), we thought readers of our Perspectives newsletter might benefit.