Parasailing, Risk Management and Reopening – Entasis Newsletter 1Q2021

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Newsletter Summary

  • As it turns out, parasailing is quite peaceful, but new market perspectives are not always as calming.
  • Experience has taught us that maximizing risk to maximize return is fraught with pitfalls when managing portfolios for the long term.
  • The pandemic has forced a fundamental transformation of our economy. Once the economy is fully reopened, and the easy comparisons to last year roll off, the outlook becomes more challenging.