![January 2021 Chronicles FI](/sites/default/files/styles/full_width/public/2023-07/Jan%202021%20Chronicles.png?itok=1ipeOqij)
Welcome to January’s edition of Chronicles.
Looking back, the year 2020 wasn’t exactly a great year for many, but as vaccines are rolled out, economies recover, and stability is restored, there’s still plenty of issues to grapple with as we look to the future.1 From a market standpoint, the case for diversification has never been stronger as equity markets have largely rebounded to unsustainably high valuations. Looking to 2021, investors may want to renew their focus on finding a combination of undervalued and high-quality investment opportunities, ranging from hedge funds to private credit, as markets decide what to do with the increasing proportion of expensive junk.
Sincerely,
The CAIA Content Team
John L. Bowman, CFA, Senior Managing Director, Twitter, LinkedIn
Keith Black, PhD, CFA, CAIA, FDP, Managing Director Content Strategy, Twitter, LinkedIn
Guowei Jack Wu, CFA, Content Director, CAIA APAC, Twitter, LinkedIn
Aaron Filbeck, CFA, CAIA, CIPM, FDP – Director, Global Content Development, Twitter, LinkedIn
![Alt Data](/sites/default/files/styles/full_width/public/2021-01/us-alternative-data-market-size%20%281%29.png?itok=U7qrdOuD)
![Distressed Assets](/sites/default/files/styles/full_width/public/2021-01/distressed%20assets%20china.png?itok=gzyZJtrt)
1.) 21 Global Developments to Watch Over the Next Five Years
(https://www.linkedin.com/pulse/21-global-developments-watch-over-next-f…)
2.) Reuters: Hedge fund manager Scaramucci launches cryptocurrency fund
(https://www.reuters.com/article/us-usa-hedge-funds-crypto-currency/hedg…)
3.) News24: Africa heralds onset of free-trade pact after years of talks
(https://www.news24.com/fin24/economy/africa-heralds-onset-of-free-trade…)
4.) CAIA Association: Alternative Investments In Africa
(https://vimeo.com/489001023/3152ef7316)
5.) Pitchbook: 2021 US Private Equity Outlook
(https://pitchbook.com/news/reports/q4-2020-pitchbook-analyst-note-2021-…)
6.) Pitchbook: 2021 US Venture Capital Outlook
(https://pitchbook.com/news/reports/q4-2020-pitchbook-analyst-note-2021-…)