With a continued resurgence of consumer spending in the second quarter of 2021, what does the economy look like moving forward?
In this episode, David Vallieres and Eric Nahat answer this question. They discuss the recent trends in equity markets and fixed income assets, and provide an economic outlook for the later half of 2021 and beyond.
David and Eric discuss:
- Industry sectors that have experienced the maximum rebound in consumer spending
- Why we are seeing a shift towards value-oriented companies
- The impact of anticipated inflation and interest rate changes on fixed income markets
- The importance of long-term planning instead of “timing the markets”
- And more!
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About Our Guest:
Eric holds dual roles working on implementation of client investment portfolios and managing client financial planning and asset-management relationships. As Director of the Synergy Investment Committee, Eric consults on the Synergy Strategy Portfolios with a focus on economic analysis and security selection. With a master’s degree in business administration from the University of Michigan, Eric also holds the Series 7, 63 and 65 licenses as well as Life, Health and Variable Annuities Insurance licenses.