October 2021
We are encouraged by positive COVID-19 data. The Fed will likely begin to slowly pull back on some of their accommodative policy later this year. This move should help slow down the rate of inflation, but supply chain congestion and rising wages might drive inflation.
July 2021
The separation between countries being able to vaccinate large portions of areas and those who have not continues to be a factor in the economic rebound. With reopening and recovery in full force, government spending with low-interest rates will be positive for the market.
September 2021
We remain positive in our outlook on the economy, but we continue to see the Delta variant impact future economic data. Despite this headwind, corporate earnings have been strong and profit margins near all-time highs. Watch the video to learn more!
June 2021
We are continuing to closely watch as the economy re-opens and things continue to return to normal. We are confident earnings will continue to rise significantly given the strength of the economy and that valuations will gradually return to more reasonable levels.
August 2021
Corporate earnings have been strong enough to make domestic equity valuations look more attractive. Recent gains in the labor market have been robust, but continued momentum will be necessary before the Fed begins to slowly step back from its current accommodative policy.
May 2021
Our positioning continues to favor a return to normalcy and economic expansion that is beneficial to value stocks. Value stocks are still attractively valued despite their year-to-date outperformance. We remain a relatively short duration within our fixed income sleeve.