Mid-Year Outlook: 2020

Commentary & Insights

Uncertainty Abounds: Politics, Policies, & Portfolios

Randy Swan, founder and lead portfolio manager, provides commentary on the mounting uncertainty investors face in 2020 and beyond:

 

  • Equity Markets vs Economic Reality: Disconnect between current valuations and sluggish recovery
  • Legacy of the Life-Support:  Impacts of Fed intervention and sustained stimulus
  • Divided we Fall/Stand: Ramifications of the election in November
More from the Leaders in Hedge Equity

Are You Hedged? We are.

Want to learn more about Defining Risk to navigate market uncertainty?