Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.
Client Letter
Client Letter | Gearing Up for Summer | June 3, 2021
As we move into June, we see a path to normalcy coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Meanwhile, the U.S. economy continues to recover remarkably quickly and the stock market is near all-time...
Client Letter | Out of the Shadows | May 6, 2021
Progress against the virus combined with historic stimulus measures have helped the U.S. economy storm back from pandemic lockdown-driven lows.
Client Letter | Spring Into A Positive Outlook | April 1, 2021
Developments in the economy and the fight against the virus are likely to provide the ingredients for a positive outlook through the remainder of the year.
Client Letter | The Return of Normal is Approaching | March 4, 2021
The US economy may soon recover its lost output from 2020 and the backdrop for stocks remains favorable.
Client Letter | Stay The Course | February 4, 2021
The US economy continues to make steady progress in its recovery despite any short-term volatility.