Financial Markets

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Global Portfolio Strategy

First Quarter 2021

Stimulating Exuberance

 

Stimulus is inflating assets. Keep dancing until the music stops. Follow the cash flows for value.

 

The Scorecard

A Daily Summary of Public Market Asset Class Returns.

Source: Data from IEX Cloud. CRM calculations. All returns are expressed in percent. One, Three, and Five-Year numbers are annualized rates. MTD = Month-to-Date. YTD = Year-to-Date. ETF represents indicative Exchange Traded Fund. Data updated at the end-of-day.