2021 OUTLOOK

Gaining Ground: Moving Forward in the Year Ahead


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GENERATIONS

2021 Outlook: A Note from CEO, John Dowd

12.15.2020

2021 Outlook: A Note from CEO, John DowdREAD MORE

MARKET COMMENTARY

Asset Allocation Outlook: Opportunities in a Post-COVID World

12.15.2020 - Viraj B. Patel, Head of Asset Allocation

Asset Allocation Outlook: Opportunities in a Post-COVID WorldREAD MORE

MARKET COMMENTARY

Economic and Market Outlook: Looking Down the Road

12.15.2020 - Ronald J. Sanchez, Chief Investment Officer

Economic and Market Outlook: Looking Down the RoadREAD MORE

MARKET COMMENTARY

Equities Outlook: A Vaccine Is Not an Economic Panacea

12.15.2020 - Carin L. Pai, Head of Portfolio Management

Equities Outlook: A Vaccine Is Not an Economic PanaceaREAD MORE

MARKET COMMENTARY

Fixed Income Outlook: What’s Next for Fixed Income? Yields, Curves and Spreads Look Beyond Coronavirus

12.15.2020 - Jeffrey S. MacDonald, Head of Fixed Income Strategies

Fixed Income Outlook: What’s Next for Fixed Income? Yields, Curves and Spreads Look Beyond CoronavirusREAD MORE

TRUST & ESTATE PLANNING

Tax Planning Outlook: How to Plan Your Estate When Tax Laws Are in Flux

12.15.2020 - Theresa A. McGinley, Director of Trust Administration and Trust Counsel, Anna Soliman, Trust Counsel, Nita S. Vyas, Trust Counsel

Tax Planning Outlook: How to Plan Your Estate When Tax Laws Are in FluxREAD MORE

TRUST & ESTATE PLANNING

Wealth Planning Outlook: Lessons Learned from Navigating Life Transitions

12.15.2020 - Leslie Bohner, Chief Fiduciary Officer and General Counsel, Pennsylvania Region, Christine Brown, Trust Counsel, Kevin Duncan, Director of Estate Administration and Trust Counsel, Gerard F. Joyce, National Head of Trusts and Estates

Wealth Planning Outlook: Lessons Learned from Navigating Life TransitionsREAD MORE

SUSTAINABLE INVESTING

Sustainable Investing Outlook: The Rising Appeal of Sustainable Investing

12.15.2020 - Jeff Finkelman, Senior Research Analyst

Sustainable Investing Outlook: The Rising Appeal of Sustainable InvestingREAD MORE

TRUST & ESTATE PLANNING

Wealth Planning Outlook: How to Make Smart Financial Decisions Amid Uncertainty

12.15.2020 - Bryan Kirk, Director of Estate and Financial Planning and Trust Counsel & Nicole Bennett Price, Senior Trust Officer

Wealth Planning Outlook: How to Make Smart Financial Decisions Amid UncertaintyREAD MORE

MARKET COMMENTARY

Alternative Investments Outlook: Private Equity in a Bifurcated Landscape

12.15.2020 - Kate Huntington, Head of Advisory Solutions Group

Alternative Investments Outlook: Private Equity in a Bifurcated LandscapeREAD MORE

TRUST & ESTATE PLANNING

Tax Planning Outlook: Thinking of Moving? 5 Financial Questions to Ask Before Packing Up

12.15.2020 - Gail E. Cohen, Chair and General Trust Counsel, Craig Richards, Head of Tax Services, Anne Marie Towle, Regional Managing Director and Trust Counsel

Tax Planning Outlook: Thinking of Moving? 5 Financial Questions to Ask Before Packing Up READ MORE

TRUST & ESTATE PLANNING

Wealth Planning Outlook: Coronavirus and the Sandwich Generation

12.15.2020 - Leticia Hernandez, Trust Counsel, Jennifer McCarthy, Trust Counsel, Paulina Mejia, Regional Managing Director and Trust Counsel

Wealth Planning Outlook: Coronavirus and the Sandwich Generation READ MORE