Economic Insights

Market volatility increased in March 2021. The tug-of-war between a steepening yield curve and an accelerating economy continued. And the continuing struggle between value and growth stocks showed no clear winner.
In such a context, it is essential to step back from the daily bombardment of news to review and challenge our core beliefs.
That sounds easy, but in fact, it takes great discipline to process the widely varying opinions and ultimately stay true to our core beliefs. Doing so requires starting with the macroeconomy and what it means for individual business and investment .....

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