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Little has changed over the past quarter, as equity markets continue to make record highs amid an economy rapidly reopening from its COVID-induced slowdown. Positive market drivers remain intact, as aggressive fiscal and monetary policy, substantial levels of savings and a strong economic rebound, especially in the U.S., drive earnings higher. Stocks of all sizes,
Principal and Equity Portfolio Manager, Aaron C. Clark, CFA was quoted in a Bloomberg article, entitled, “With Most Meme-Stock Losses Recouped, Retail Army Is on the Hunt.” Read Article Here By clicking on any of the links you will be redirected to an external site. These links are provided for informational purposes only; they do
The surprising Democratic sweep in Georgia’s Senate runoff races, all but assuring continued massive fiscal stimulus, set the tone early in the quarter, as cyclical recovery plays continued their market dominance. Stocks of nearly all styles, sizes, geographies, and sectors posted gains in the quarter. The positive market drivers have remained rather intact for just