The Future is Coming: How to Invest in It

Much of the focus in the investment world surrounds what is going to happen in the next 12 months. In 2021, the current near-term focus includes the ongoing effects of COVID-19 on the economy, the side effects of the huge financial stimulus from the Fed and Congress, and policy and tax changes from a Biden Presidency. Pre-COVID, focus was on China and the timing of the next recession. There are many options to read and watch what “smart” money thinks is going to happen in the short term.

At Tolleson Wealth Management, we follow this news as a part of our job managing wealth, but we view much of the information as noise. If you can filter through the noise, there is some beautiful music in the form of interesting investment opportunities due to long-term changes underway today. These changes could take place over the next years and decades. We believe they are inevitable and, more importantly, investable. What are these opportunities? In this Investment Insights article, I share four compelling themes that we believe are attractive investment opportunities over the next 10+ years.

 

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