The first quarter of last year seems a distant memory, fading since the pandemic swoon. The equity markets continue to climb the proverbial “wall of worry.” Concerns over rising inflation, variants of COVID‐19 and potential policy missteps from the Fed and Washington have had to compete with strong economic and earnings growth. Click here to read this quarter's Investor Letter which touches on our thoughts and viewpoints as we enter the second half of 2021.
Thank you for your continued confidence and support and we are always available to answer any questions from you or your clients. Additional commentary can be found on our blog at https://horanassoc.com/insights/market-commentary-blog.