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CFM Investment Commentary 2021

Written by Canty Financial - Published on January 21, 2021

As we begin the new year, Covid-19 is still a major aspect of our daily lives and our current economic environment.

Though we believe we are reaching the later innings of the Covid-19 pandemic, we believe there are investment opportunities across financial markets to be taken advantage of.

Stock and Bond Markets

The stock market has continued to gain strength through the Fall, with an uptick in volatility during the election. Although a portion of the economy is still shut down, we believe there are bright prospects down the road.

Moving forward, we are optimistic about the U.S. stock market as we recover from a global recession. As a result, we have adjusted our equity allocation to a barbell exposure of growth and value to increase diversification and reduce risk.

Our base case scenario has our recovery from the pandemic carrying into 2022, with GDP recovering later in 2021.

We believe the recent rotation from growth into more cyclical sectors will continue to be a trend into the latter half of this year. For this reason, we continue to be overweight financials and have added a position in the travel and leisure sector.

We are also cautious about potential inflation as well as rising interest rates as we recover from the pandemic. With the significant amount of monetary and fiscal stimulus, inflation could be a potential risk in the coming years. For this reason, we continue to hold a position in gold across our portfolios.

Please call us at 518-885-3230 or 239-435-0090 to let us know if you have questions.  We welcome clients who are interested in financial planning, opening investment accounts, or adding to existing investment accounts.

Bill Canty, CFP®, CPA

Maureen Walsh, EA, Investment Advisor Rep.

Tina Alteri, CPA, Tax Advisor

Ed Canty, CFP®

Joe Canty, Investment Advisor Rep.

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Ballston Spa, NY, 12020

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Naples, FL, 34103
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