Some important developments occurred in the first quarter of 2021. During the Verus 2nd Quarter 2021 Investment Landscape webinar, we discussed:

  • Rising interest rates in the U.S., the concurrent increases in inflation expectations, and the implications of these developments on the outlook for Fed policy.
  • The global vaccination campaign, and the forces which could possibly disrupt a swift progression toward herd immunity around the world.
  • A collection of examples of frothy market activity, as well as why valuations in today’s environment might still be justified.

We invite you to read more on these topics in our full 2nd Quarter 2021 Investment Landscape, or by listening to the webinar recording by accessing the following links: