Markets navigate an evolving inflation landscape
MONTHLY MARKET COMMENTARY |
We continue to encounter ample evidence of a global economy making steady progress toward self-sustaining and better synchronized growth. As a result, we remain favorably inclined toward risk assets with the full recognition that the recovery from the pandemic is unlike anything that we, as investors, have previously encountered. The path to a full economic recovery will remain heavily influenced by still disparate conditions across the globe, be they:
- Efforts to vaccinate populations
- The terms, conditions, and expectations pertaining to individual government’s economic stimulus efforts, or
- Differentiated valuations across global capital markets.
While periodic bouts of market volatility may test our collective patience nearer term, we persevere with the opinion that investors continue to be appropriately compensated to thoughtfully bear risk in manners otherwise consistent with their larger risk and return objectives.
Wealth Management Services Disclosure
Information in this document was prepared by DiMeo Schneider & Associates, L.L.C. and although information in this document has been obtained from sources believed to be reliable, RSM US Wealth Management LLC, DiMeo Schneider & Associates, L.L.C. and their respective affiliates do not guarantee its accuracy, completeness or reliability and are not responsible or liable for any direct, indirect or consequential losses from its use. Any such information may be incomplete or condensed and is subject to change without notice. The Frontier EngineerTM is a registered trademark of Fiducient Advisors.