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.
June 2021
March 2021
As the vaccination rollout continues to accelerate and states begin loosening COVID-19 restrictions, our investment thesis of economic growth over the next two years still remains intact. The government has also been quick to react with economic stimulus, which is positive.
March 2021
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.
May 2021
February 2021
As the economy continues to recover from the pandemic, driven by inoculations and expectations of a return to normalcy, inflation expectations have risen. This is confirmed by several underlying data points indicating risks to the upside.
February 2021
April 2021
We are watching closely as the economy continues to re-open and things are beginning to return to normal. We believe this is one of the strongest economic rebuilds in history and the rate will begin to rise in anticipation of FED tightening. To learn more watch the video!
April 2021
2021 Investment Strategy & Outlook
We believe the big picture for 2021 will be a broad-based re-opening of the economy. As businesses begin to get back to normal, we anticipate above-average economic growth for the next one to two years. Our 2021 outlook walks through six key factors.