News & Resources

Summer 2020 Investment Report

By Michael J. Puzo and Michael O'Leary

8/17/2020

After an unprecedented global economic shut down in Q1, economies around the world have been relaxing restrictions to determine what the "new-normal" will be until COVID-19 health concerns are significantly reduced. In the meantime, central banks and governments have continued to adopt extraordinary stimulus policies to bridge their economies through the worst of the pandemic. With this massive government backstop, virtually all risk assets performed well in Q2 and we saw US stocks (S&P 500) advancing over 20%, and erasing most of the losses from Q1. This should make the sharpest and deepest recession in US history likely to be the shortest.

Continue reading for information on trends that have been accelerating as a result of the pandemic and our investment approach during this period of uncertainty.

Click below to continue reading.

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