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
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