Archive for May 2021
Thoughts on Inflation
INVESTMENT COMMITTEE COMMENTARY MAY 2021 While increasing inflation concerns persist, improving global economic data fueled positive equity returns in May. Foreign developed markets were up 3.3% and outperformed their U.S. and emerging markets counterparts. Stronger economic and corporate earnings growth was already priced in U.S. equities, ahead of foreign stocks. The European economic turnaround is…
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