Quarterly Commentary Letter – Q1 2021: Turning the Corner
Two big questions for investors surfaced in Q1. Will a surge in inflation force the Federal Reserve to tighten sooner than expected, perhaps bringing recovery to an early end? And if, as RockCreek expects, the economic expansion continues apace, will the benefits of faster growth and increasing job opportunities be felt on Wall Street as it will be on Main Street?
Read the full letter here