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Q3 2021 Review and Outlook

Oct 5, 2021

Q3 2021 Review and Outlook

The U.S. economy rebounded sharply in the first six months of 2021, but economic expectations for ... By Jon Maier, Michelle Cluver, CFA

Q2 2021 Review and Outlook

Jul 8, 2021

Q2 2021 Review and Outlook

The summer of 2021 has started. Following more than 6-months of expectations, the long-awaited return to ... By Jon Maier; Michelle Cluver, CFA

Current Sector Views and May 2021 Recap

Jun 4, 2021

Current Sector Views and May 2021 Recap

Is inflation permanent, transitory, or some combo thereof? Should investors be preparing for a short-term increase ... By Jon Maier; Michelle Cluver, CFA; Frank Van Dyke

Current Sector Views and April Recap 2021

May 11, 2021

Current Sector Views and April Recap 2021

During April, daily global COVID-19 diagnoses reached all-time highs.1 Case growth plateaued at 5.7 million new ... By Jon Maier, Michelle Cluver, CFA and Frank Van Dyke

The State of American Stimulus

Apr 20, 2021

The State of American Stimulus

The American Rescue Plan fully funded the GDP output gap caused by COVID-19. More spending now ... By Frank Van Dyke

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