2021才經過一周，感覺已經經過一年。

市場的volatility：比特幣再度爆衝衝過40,000，在迅速跌到32,000；各國股市的瘋狂震盪，早上漲2%下午跌2%已成常態。

現實生活的volatility：病毒的變種可能比疫苗還快；美國的國會佔領事件；科技巨頭反壟斷；中美摩擦惡化。

短期的volatility無法改變也難以預測，然而中長期趨勢倒是值得研究，在此推薦

Private Equity

- Blackstone: https://www.blackstone.com/insights/article/blackstone-quarterly-webcast-the-ten-surprises-of-2021/

- KKR: https://www.kkr.com/global-perspectives/publications/2021-another-voice

Mutual Fund

- Vanguard: https://investornews.vanguard/forecast-for-2021-a-few-clouds-giving-way-to-sun/

- Fidelity: https://www.fidelity.com.hk/en/insights-and-updates/insights-and-updates

Banks

- https://www.jpmorgan.com/insights

- State Street: https://www.statestreet.com/ideas/publications.html