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Jul
2021
By Poorvi Parekh, CFA
The first half of 2021 seems to have gone fairly quickly with vaccinations, a move toward normal life, and good market returns facilitating a smooth transition in the direction of post-pandemic normality. Compared to a year ago, the economic pendulum has swung from dire concerns about the pandemic to more optimism towa…

Apr
2021
By Poorvi Parekh, CFA
As the first quarter of 2021 progressed, governments across countries made a concerted effort to move toward some semblance of normality. A decline in new COVID cases, vaccine availability, and the continued commitment by central governments to maintain accommodative policies have all contributed to improved economic a…

Jan
2021
By Poorvi Parekh, CFA
The year 2020 will be remembered as a year marked by crisis as well as the heroic responses that crossed national and regional boundaries. While the year began with steady growth, in March, the COVID-19 pandemic quickly shaped into a global crisis. This forced populations to engage in some form of isolation, distancing…