Stembrook Market Review — Second Quarter 2021
In this market review we cover recent economic and consumer data, as well as information about our forecasted returns for different asset classes and portfolio positioning.
In this market review we cover recent economic and consumer data, as well as information about our forecasted returns for different asset classes and portfolio positioning.
In this market review we take a look at how the COVID-19 vaccine has affected the markets. Our detailed observations and current portfolio positioning are outlined.
In this market review we'll take a peek into our forecasts and portfolio positioning for 2021. There are a number of interesting trends and unique challenges facing markets this year, and this document will give you more insight into our perspectives about how to navigate them.
In this market review we recap the rebound in financial markets and the economy. We then go on to discuss the 2020 presidential election and the potential impact that it could have on the equity market.
In this market review, we recap the impact of the Covid-19 pandemic on financial markets. We then go on to discuss the relationship between the equity market and the economy and explain why the two do not always move in tandem.
In this market review, we discuss the impact of the Coronavirus pandemic, which ended the bull market in equities and the longest economic expansion in U.S. history.
In this market review, we discuss the improving trade discussions between the U.S. and China, the dimming risks of a disorderly Brexit and the continued rally in equity markets.
In this market review, we discuss the continued commitment of central banks to keep interest rates low amid signs of weakness across global economies.
In this market review, we discuss the the length and the strength of the current U.S. expansion and compare it to historical economic cycles.