As we mark the one-year anniversary of the COVID-19 pandemic, we’re reflecting on the emerging trends and key changes we’ve observed in the financial markets over the course of the past year.
Economic growth continues to surge forward, yields have risen, equities have outperformed bonds, however many are asking this question. There are three common reasons for this concern. Before we can address these reasons, we first must go back to basics and define the market as it is often misperceived.
In this Market Commentary, Scott Blair, Chief Investment Officer, explores the different sectors affected by COVID-19 and provides insights into how we anticipate each industry will stack up in a post-pandemic world.
Going into the election, many market watchers worried about a contested result. The market hates uncertainty and it would have been reasonable to expect a potential selloff in stocks the morning after a “to be determined” presidential result. Yet we woke up to a sizable rally. How is this possible?
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.