Midway through a robust recovery, we pause to evaluate how we got here and where we are headed. With an uptick in COVID-19 cases, things are a bit more uncertain today than they were even just a few weeks ago, but nevertheless, growth has definitely been the prevailing sentiment in 2021.
The U.S. stock market and economy led the global growth parade in the first half of 2021. The U.S. economy essentially went from a depression to a..
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The economy is off to a strong start, as it’s experiencing the powerful effects of broad vaccinations and fiscal and monetary stimulus. The road to recovery has been uncertain over the past year, but with the combination of vaccine progress and unprecedented stimulus, the economy is showing signs that the road to recovery is more like an express lane; recovery is accelerating and is likely to continue to do so for several years.
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With the calendar now officially reading 2021, we recognize that we have lived through an incredible period in history. The pandemic weighed heavily on us last year and still does today. But this quarter – the first of the new year – we look back at the past 12 months and lay out our investment outlook for 2021. While many risks remain, the effective vaccines that are starting to be distributed provide a real beacon of hope for..
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