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Vident Financial's Quarterly Commentary (Q2 2021)

Posted by Vident Financial on 8/3/21 10:15 AM

NAVIGATING UNCERTAINTY


In our assessment, the first half of the second quarter the markets continued to assume the Federal Reserve was going to let growth and inflation run to address economic recovery and employment. With higher-than-expected inflation numbers, the Federal Reserve signaled they are now paying more attention to inflation. This signaled a tapping of the brakes on growth and the bond market responded with lower rates and the stock market started to rotate out of the more economically sensitive sectors and stocks.

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Topics: US Equities, Principles-Based Investing, ETFs

Vident Financial's Quarterly Commentary (Q1 2021)

Posted by Vident Financial on 4/16/21 1:25 PM

We believe that interest rates, fiscal stimulus and the vaccine rollouts may all signal stronger GDP growth in 2021 lifting stocks and hurting bond returns.

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Topics: US Equities, Principles-Based Investing, ETFs

Trading Frenzy

Posted by Vident Financial on 1/29/21 1:20 PM

One of the outcomes of the virus has been the resurgence of retail stock trading. Remember the day traders who stopped working and traded dot-com stocks for a living? Well, today’s day traders are better organized, better educated, with better tools and maybe different motivations.

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Topics: Market Drivers, Principles-Based Investing

Vident Financial's Quarterly Commentary (Q4 2020)

Posted by Vident Financial on 1/26/21 11:15 AM

Financial markets ended the year strongly. News of a vaccine, a national election and further stimulus all contributed to investment optimism about an economy being reopened and confidence in new leadership.

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Topics: US Equities, Principles-Based Investing, ETFs

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