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Quarterly Market Insights

KG Advisors Global Market Review & Commentary 1st Quarter 2021

The first quarter of 2021 was marked by a new transition as investors focused on a brightening outlook in our recovering economy, a recovery that began almost exactly one year ago. Increasingly available vaccines and gradual reopenings bolstered confidence and economic growth, not to mention $1.9 trillion of fiscal stimulus in the form of COVID-19 relief. Investors are anticipating the return to a more normal world, reflected in a new rise of bond yields, perhaps the most important change in the financial environment so far this year.

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