In this new issue of Grow Together, our team looks back at changes that have taken place in the last few months – within our company, global economies and markets – while planning for the last quarter of this extraordinary year.
Our research team provides an update on the spectacular rise of the technology sector, the anticipated disruptive results of the government’s intervention in the economy and the big picture items that will undoubtedly drive the second half of 2020.
The last three months have been truly extraordinary: from the COVID-19 pandemic, the historical volatile episode in the market and, more recently, the profound social unrest that has put a spotlight on racial injustice and inequality. In this issue, we reflect on what we have learned navigating the current environment.
In our quarterly commentary, our research team reflects on what has been the quickest bear market to date and provides a deep dive on how COVID-19 has impacted different asset classes.
February saw COVID-19 (coronavirus) spread to countries outside of China and The Fed announcing an emergency rate cut. In our monthly market commentary, our in-house research team unpacks the implications on the markets and on our portfolios.