Weekly Guidance from Our Investment Strategy Committee

October 19, 2020
Asset Allocation spotlight: rebalancing's role in a recovery
Equities: What Biden's tax plan may mean for sectors?
Fixed Income: Update on the Fed's lending facilities
Real Assets: did we just witness peak oil?
Alternatives: Software continues to eat the world

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Weekly Perspective on Current Market Sentiment

October 21, 2020
Immediate gratification

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Weekly market analysis on key market indices

October 20, 2020
The market's history of pre-election jitters

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WFII Institute Alert

Dealing with Risks Around Global Health and U.S. Elections

Key takeaways

  • The evolving coronavirus and uncertainties about the U.S. presidential election continue to evolve and triggered risk reduction in financial markets this week.
  • We continue to anticipate positive 2020 economic growth, additional equity market and fixed income gains, and financial market volatility.

What it may mean for investors

  • Financial market risk appetite may remain vulnerable while investors await more information, but we expect no U.S. economic recession. We favor U.S. over international equity and fixed income markets and quality sectors.

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