Exploiting the 2020s Equity Opportunity

TREND #2 In the January 2021 Trends issue, we explained the fundamental characteristics of the cyclical bull market, which is now playing itself out within the context of a secular bull market, driven by technology. That secular bull market started in 2013 and we expect it to continue into the 2030s. As a chart in the printable issue makes clear, that bull market is analogous to the secular bull market which began in 1950 and lasted 23 years, taking the S&P 500 up 580%. It’s also similar to another secular bull market shown in the chart, which began in 1982; it lasted 18 years and saw the S&P 500 index rise 1,098%. It’s during these secular bull markets when most...

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