Cliff Notes - How to Play Next Stage of this Rally
April 28, 2021
In our 2021 Market Outlook we predicted stocks would rally 15%+ this year. We are solidly on track to realize those returns – as low interest rates, fiscal and monetary stimulus galore, infrastructure spending, and COVID vaccination rollouts spur a global economic reopening unseen for generations.
Risk assets have undoubtedly already discounted significant good news – and with global and earnings GROWTH expected to peak in the near-term, its timely to ask how to play the next stage of this unprecedented rally.
Today’s CliffNote follows our recent 2nd Quarter Outlook we recently mailed to you, and provides our further views on where we go from here – and how we are positioning client portfolios for continued growth and risk management.
Read our latest CliffNotes on How to Play the Next Stage of this Rally