Dear Valued Investor, One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think...
The resiliency of the economy continues to surprise and delight us better than our highest expectations for the year.
Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.
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...
Progress against the virus combined with historic stimulus measures have helped the U.S. economy storm back from pandemic lockdown-driven lows.
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.
The US economy may soon recover its lost output from 2020 and the backdrop for stocks remains favorable.
The US economy continues to make steady progress in its recovery despite any short-term volatility.