Successful fiscal stimulus, monetary stimulus, and the vaccine rollout have driven financial markets higher. What does this mean for the second half of 2021? On June 30, 2021, a panel of Haverford’s executive, investment, and research leaders provided a mid-year update on Haverford’s perspective of the current and future market conditions. The panel addressed both the bull and bear narratives and fielded frequently asked client questions on expectations for inflation, earnings, and employment, among other topics.
The opinions expressed in this presentation are those of Haverford as of June 30, 2021. Views and security holdings are subject to change at any time based on market and other conditions. This presentation is intended for informational purposes only and should not be construed as investment advice or recommendations with respect to the information or specific securities presented. No forecasts are guaranteed and past performance is no guarantee of future results. The implications of any transaction may be different for each client based upon unique financial circumstances and risk tolerances, and there can be no assurance or guarantee that any specific investment or investment strategy will achieve its stated goals or performance objectives. For questions regarding your portfolio, please contact your Relationship Management Team.
