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MARKET UPDATE

Macro environment: Plotting the course for 2021

By David Royal, Chief Investment Officer | Steve Lowe, VP, Fixed-Income | 02/09/2021

03/05/2021

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David Royal, Chief Investment Officer for Thrivent and Mark Simenstad, Chief Investment Strategist for Thrivent Asset Management discuss equity vs. fixed-income, rotation into cyclical stocks, and how Thrivent Asset Management approaches tactical allocation.

David Royal, CFA
Chief Investment Officer
Mark Simenstad, CFA
Chief Investment Strategist

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The stock market continued to surge in the 1st quarter, as the vaccine roll-out led to optimism that the economy was on its way to a recovery. Bond yields also rose to their highest yields since the start of the pandemic on inflation concerns, as Congress approved another $1.9 trillion in pandemic-related stimulus funding.

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Inflation has been under control for decades. But will this streak continue as we come out of the pandemic? — Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Inflation has been under control for decades. But will this streak continue as we come out of the pandemic? — Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

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