2021 is half over and given how markets have advanced, there should be a good half time celebration. In this Investor Strategy:
- Mid-year market recap – just keep swimming
- Asset Allocation – re-opening economy
- Asset Allocation – Market Cycle and positioning
- Equities – Inflation & Energy
- Equities – Currency
- Fixed Income – Taper tantrum two?
- Portfolio Construction – mid-year check-up