Since the pandemic lows, the equity market has seen significant gains and new highs. Many investors have concerns about valuations, economic growth and inflation. TimesSquare's investment process avoids the headlines and focuses on identifying individual businesses with strong growth fundamentals through any market cycle.
Amidst varying vaccination rates and fears of inflation or supply chain disruptions, equity markets continued to move higher in Q2 although not in a straight line. As quality and growth stocks performed well, the question of a sustained value rally continues. Harding Loevner covers the equity landscape in their Q2 2021 review.
From a broad perspective, investors got some relief with their taxable bonds, as the quarter was positive coming out Q1, which had one of the worst returns since the early 1980s. The spike in yields that drove the asset class down in Q1 partially reversed for Q2. GW&K has been actively managing taxable bond portfolios for more than three decades and shares their latest perspective on the taxable bond market here.
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