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Insights & Ideas

Keeping you at the forefront of modern investing
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COVID-19 resurgences appear to be the primary driver of moves across many markets this year.
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In the last few weeks, stock market leadership reversed back to lockdown-era defensives as the stock market made new all-time highs.
What can investors expect from the markets in the second half of 2021?
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It’s possible that good data could be interpreted as bad news for U.S. markets in the near-term as strong economic data could prompt the Fed to unwind earlier.
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The recovery is now over; a new global economic expansion has begun. The new economic cycle has seen stock market leadership pass from the U.S. to Europe.
U.S. foreign policy initiatives will take center stage at the upcoming G7 summit, but Congress will be busy at home working through a long list of policy decisions, including the president’s 2022 budget proposal.
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While it’s very early to say the rise in inflation has passed, there are signs that the fastest part of the rebound in inflation might soon be over.
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The shortage of supplies indicates risk of economic weakness coupled with rising prices.
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In recent months, two investment themes have been rewarding investors with outperformance: defense sector companies and those participating in share buybacks.
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The specific set of conditions that have historically characterized the start of an investment bubble appear to be forming.

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