Quarterly investment perspective Reopening, Recovery, and Growth: Not Yet Too Much of a Good Thing

Holly H. MacDonald

Jul 01, 2021
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Thanks to the steadily improving numbers on the coronavirus pandemic, the economic reopening and recovery are continuing. At the same time, these positive developments are also creating widespread concerns on key issues such as inflation and equity market valuations. Our latest Quarterly Investment Perspective addresses these topics in the context of our 2021 outlook, investment approach, and portfolio positioning.

 

Chief Investment Officer
Senior Investment Strategist
Senior Investment Strategist
Chief Portfolio Strategist