January 15, 2021
Strategy Newsletter – 1st Quarter 2021
Take a snapshot look at the economy in Marcum’s Strategy Newsletter. In this newsletter, we provide high level analysis of key factors affecting markets including equity, fixed income and real estate. With accompanying graphs and metrics, this newsletter is a great way to stay informed on the latest market trends.
In This Edition:
- Fiscal stimulus will boost economy. The vaccine rollout is key.
- Small caps flex muscles while emerging markets quietly stage a bull market run.
- Treasury yields start to rise while investors search for returns in credit.
- REITs starting to become cheap relative to the broad market.