Trend Spotting: What Investors Need to Watch

The pandemic is accelerating political, economic, and cultural changes, but where are we headed? Bruce Mehlman, a political consultant and futurist, joins host Mike Townsend to discuss what history can tell us about the trends that will shape the post-COVID landscape for policymakers and for investors. Bruce explains what a pivot to a “resilience economy” may mean for infrastructure growth opportunities, why a lack of trust in institutions may be the biggest challenge facing the new president, and the reasons investors should still be optimistic even in the face of a variety of societal challenges. You can find all of Bruce’s recent infographics here. Mike also provides his perspective on the massive economic stimulus bill crossing the finish line, discusses the fast-moving confirmation process for the next chair of the Securities and Exchange Commission, explains why it matters that yet another Republican senator has decided not to run for re-election, and looks at the growing pressure on the IRS to postpone the April 15 tax-filing deadline.   WashingtonWise Investor is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/WashingtonWise. If you enjoy the show, please leave a ★★★★★ rating or review on Apple Podcasts.  Important Disclosures The policy analysis provided by the Charles Schwab a Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Investing involves risk including loss of principal.                               Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. For more information on indexes please see www.schwab.com/indexdefinitions. Digital currencies, such as bitcoin, are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view Bitcoin as a purely speculative instrument. Third-party speakers and firms are not affiliated with Schwab and should not be construed as a recommendation by, endorsement of, or sponsorship by Schwab. The views expressed are those of the third-party and are provided for informational purposes only. (0321-19N2)

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