Investment Landscape Lookout: FED Policy, COVID-19, Politics, Valuations, Macro Environment

Investment Strategy Quarterly

As we sit atop our prosperous peak, admiring the views of the fastest economic growth since 1984, the best start to a bull market, and the record-breaking quarter of earnings growth, it’s wise to remember that not too long ago we began our uphill journey from the depths of the COVID-19 ravine.