Market Commentary
From the Desk of Erik Oros, April 2021
Erik Oros, CFA, CAIAApril 2021
Reflections on the reopening trade, stimulus-driven consumer spending, and the tension between cyclical growth and long-duration assets as rates began their ascent.
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From the Desk of Erik Oros, April 2021
Erik Oros, CFA, CAIA · April 2021