Watch this update to learn:

What we see ahead for the U.S. economy

  • Our reasons for optimism
  • The factors that will drive recovery

The drivers for equity market returns

  • The rotation from growth to value companies
  • What “meme” stocks are and how their performance is tied (or not tied) to the fundamentals

Factors that can impact interest rates and investments, including:

  • The potential for rising rates and quantitative easing by the Federal Reserve
  • Inflationary pressures and whether the data suggest rising prices are transitory or long term
  • Our expectations for market volatility for the rest of this year