Our 2021 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better every year!  In this year’s edition, we’ll be covering every important topic you can think of that will impact financial markets in 2021.

The 2021 Bespoke Report contains sections like Valuation, The Fed, Sector Technicals and Weightings, COVID, Dollar & Stocks, Yield Curve & Fed, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2021 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Thematic Performance” section of the 2021 Bespoke Report, which discusses specific factor performance for US equity markets, including relative performance of small and large stocks, quantitative performance factors, and value versus growth. We review the long and short term performance of various factors. We finish up with a review of how various options strategies and hedge funds performed in 2020.

To view this section immediately and all other sections, become a member with our 2021 Annual Outlook Special!