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Q2 Economic Update:

Our Key Takeaways:

  • Overall, it was a calm quarter with above average returns for equities and risk assets
  • Inflation fears receded, enabling long-term bonds to perform well
  • The economy continues to gradually normalize as we continue recovering from the pandemic

State of the Markets:

Our Key Takeaways:

  • How stocks performed in 2020
  • What drove market performance in 2020
  • The new presidency and the effects on the economy
  • Where are we now?
  • Financial forecast for 2021

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