Investment Letter Archive

2021 Q2 Investment Letter (Inflation)

2021 Q2 Investment Letter (Inflation)

https://vimeo.com/588911854The S&P 500 Index returned 8.55% and the S&P Global Broad Market Index returned 7.22% in the quarter ended June 30, 2021.1 Currently, one of the most dominant concerns among investors is inflation: specifically, whether the recent rapid price increases that we’ve seen in commodities, wages, and asset prices (stocks, housing) are signs of a …