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With the changing of a season, we turn our attention to another custom: reflecting on the nearly-completed calendar year, with a commitment to applying our learnings as we plan for growth in the new year.
November was a spectacular month for global stock markets as the positive resolution to the U.S. election and the announcement of effective COVID-19 vaccines sparked a rally. With a good December, 2020 could look like a “normal year” for a typical balanced portfolio of stocks and bonds.
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.