First Quarter 2021 Market Newsletter

Investment Management, Markets

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EXECUTIVE SUMMARY

Stocks rose in the first quarter of 2021 propelled by stocks of smaller and low-quality companies.
The US economy is expected to grow at a record rate in 2021. This has led to fears of higher inflation and interest rates. Interest rates have risen recently but are likely to be kept low by the Federal Reserve.
Historically, stock prices advance when interest rates increase from a low level because it is usually accompanied by an improving economy, but that relationship reverses at higher levels of interest rates.
Corporate earnings are expected to grow at the best rate in 10 years.
Stocks are more expensive than they have been historically. However, there is a wide disparity in the valuation of individual stocks.
Investing in a concentrated portfolio is not a reliable way to grow wealth as compared to investing in a diversified portfolio because of the high volatility of individual stocks and the uncertainty of predicting ‘mega winners’.

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