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2021 At A Glance: The Year Ahead

Every year the Allegiant Investment Committee convenes for a weeklong Economic and Investment Outlook Summit to discuss matters most relevant for our clients' portfolios. As you can imagine, this year's summit included wide-ranging topics and considerable debate comprising three major themes:
  • Current economic and investment conditions
  • Expectations for the year ahead
  • Longer-term trends that could impact the future of economic and investment activities

The Investment Committee uses these summits to review and debate economic and investment topics with the goal of formalizing an investment plan for the future. A summary of our viewpoints can be found here: 2021 Economic & Investment Outlook.

In addition, on January 13th, 2021 the Investment Committee will lead a discussion, and answer questions, in a virtual presentation via Zoom. Please click here to register for the 2021 Economic & Investment Outlook presentation. In the meantime, feel free to reach out to any member of the Investment Committee if you would like to discuss these topics with the Allegiant Private Advisors team.

Allegiant Private Advisors Investment Committee:
Paul B. Cantor, CFA, CFP®, AIF®, Principal, Chief Operating Officer
Cameron Dees, Research Analyst
Will Geisdorf, CMT, Senior Research Analyst
Benjamin W. Jones, CFP®, AIF®, Principal, President, Chief Investment Officer
Luke Nicholas, CFA, CFP®, Principal, Director of Portfolio Management

240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237

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