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First Quarter 2021 Attribution Summary

April 13, 2021 in Portfolio Updates

One year after bottoming during the pandemic selloff, global equities continued their climb upward. Larger-cap U.S. stocks led the way with a gain of 6.3%. Developed international stocks and EM stocks rose 4.5% and 4.0%, respectively. The reflation trade continued to take hold resulting in the second straight quarte...