Gries Outlook and Strategy January 2021

Gries Outlook and Strategy January 2021 Up until the fourth quarter, the equity markets had been dominated by very few stocks (for example, in the S&P 500, six technology stocks, making up more than 25% of the index, had largely been driving performance in 2020)....

Gries Outlook and Strategy

Gries Outlook and Strategy As we hit the fourth quarter of 2020, we have seen a volatile market moving in both directions since late February. In the first quarter, the S&P 500 Index experienced a more than 30% drop, followed by a meaningful move higher once...

Gries Outlook and Strategy

The markets recovered their February and March losses to a measurable degree in the second quarter. However, looking below the surface, the rebound was led by a handful of the largest technology stocks that were considered beneficiaries from changing consumer and...