Let’s pause a moment to reflect on how far we’ve come over the last year in financial markets. A year ago, the COVID-19 virus was spreading across the globe, significant portions of the economy were shutting down and financial markets reacted with a precipitous decline to reflect the associated risks. Today we are solidly on the road to recovery.
In our Q2 economic and market outlook, Johnson Financial Group’s Jason Herried and Eric Trousil discuss how we are positioning portfolios given the “reopening” of the economy and hopeful shift to a post pandemic environment.
Listen to the Report
Listen in as Jason Herried and Eric Trousil take you through a quick outlook for the second quarter of 2021.
Read Our Q2 Equity Outlook
Read our Q2 equity outlook as Jason Herried takes a deeper dive into what you can expect from the equity markets in the second quarter of 2021.
ABOUT THE AUTHORS
SVP Director of Equity Strategies, Portfolio Manager CFA® | Johnson Financial Group
As Senior Vice President, Director of Equity Strategy and Wealth Portfolio Manager, Jason develops and builds customized portfolio strategies for our individual, institutional and non–profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.
SVP Wealth Portfolio Manager | Johnson Financial Group
As Senior Vice President, Wealth Portfolio Manager, Eric works with individuals and non-profit organizations to create customized investment solutions. With a strong emphasis on providing a personalized experience, Eric actively listens to each client’s unique needs to deliver the most relevant financial solutions.