Brian Mariash discusses the Mariash Lowther Wealth Management of Merrill Lynch’s market outlook for 2021. Will the recovery from the COVID Crash continue or are we heading back into a recession?
3:47 2021 Outlook and recap of 2020 Market.
6:51 Positives of 2021: Vaccine impact, pent-up consumer demand, transparent trade policy, new investment opportunity.
10:25 Interest rates impact on market.
14:14 US spending on stimulus vs rest of the world.
15:05 New Economy vs Old Economy recent growth. Index vs individual stock buying.
19:10 Earning estimates continuing upward trend.
20:19 Impact of weakening US dollar and slight inflation increase.
22:38 Risk Spectrum: Potential upcoming problems.
27:02 Current outlook 2021: Equities, Fixed Income, Alternative Investments.
28:54 Disciplined investment process.
34:05 Merrill Edge insights for your long-term goals
38:05 Importance of working locally on investment and real estate (commercial and residential)
40:48 Opinion on self-directed IRA.
43:05 Discussing the "anticipation of tax rate increase": Income tax rate & capital gains rates.
49:02 Impact of the proposed student loan forgiveness.