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Top of Mind: Never Assume and Other Tips for 2021

March 2021 

This quarter's edition considers four key issues: rising interest rates, high equity valuations, US market leadership, and the impact of slower globalization.

Insight from our sub-adviser, Wellington Management
Adam Berger, CFA
Multi-Asset Strategist

 

Why spend time contemplating consensus? Sometimes we benefit from the wisdom of crowds. I’ll focus this edition of Top of Mind on several big consensus views and assumptions about the economy and the markets, including where they could be wrong, what that could mean from an investment standpoint, and how asset owners might want to play the possibilities in their portfolios.



Important Risks: Investing involves risk, including the possible loss of principal.

The views expressed herein are those of Wellington Management, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management or Hartford Funds.

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