A Recap of The 2021 Market Outlook Webinar

August 6, 2021

Thank you to all who attended and participated in Exencial’s semiannual client teleconference. This webinar reflects our commitment to informing clients on the key factors driving markets and our investment decisions.

During the presentation, Chief Investment Officer Tim Courtney provided an overview of our market and economic outlook for the remainder of the year. He explained that our investment view remains largely positive, supported by low volatility, record-breaking earnings, falling unemployment and healthy GDP growth. He noted, however, that we continue to seek guidance on several unknown variables, including interest rates, inflation and tax legislation.

Additionally, Senior Portfolio Manager Randy Farina examined equity markets and Exencial’s three-pronged investment approach, which factors in growth, valuation and risk. He also emphasized that long-term goals should be weighed against short-term volatility.

Finally, Senior Portfolio Manager Jeff Hibbeler discussed how Exencial approaches fixed income defensively in order to stabilize the main portfolio in times of market stress.

If you have any questions regarding recent market activity or your investment plan, please consult your Exencial advisor. In the event you were unable to join this webinar, click here to access a recorded version.


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