Good afternoon:

The bull market is alive and well as the S&P 500 posted its strongest first-half-year gains since 1998. However, last winter’s optimism over the development of effective vaccines and an economic reopening has given way to anxiety over inflation, employment, and decelerating growth.

In the latest Market Perspectives, our Colony Investment Leadership Team focuses on:

  • A recap of the market’s performance during the quarter.
  • Peak Everything: What can the markets expect during the 2nd half of the year as we transition to the next phase of the economic cycle following the strong growth experienced during the 1st half?
Please click on the link or image below to access our commentary: