Growth, technology and momentum stocks continued their recent outperformance as rates remained stable.
The next few months could remain challenging for investors.
We expect the Fed to remain focused on long-term inflation and employment targets.
Disorderly yield growth and inflation risks remain the biggest near-term concerns.
Trading remained relatively subdued for a second consecutive week.
U.S. equities experienced their best week since November 2020.
Individual investors with growing access to capital and markets are a force to be reckoned with.
Earnings should continue to be the primary driver of equity returns this year.
We anticipate this year’s earnings seasons to take on a greater degree of importance.
Seismic shifts across financial markets and within key sectors are creating more challenges and more opportunities.
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