ELECTION ISSUE: WHAT COULD HAPPEN IN THE NEXT 90 DAYS?
2020 is the year of unprecedented uncertainty.
As equity markets just wrapped their best 100 days ever, the economy is pregnant with potential default-bombs, small-business bankruptcies, and foreclosures. While analysts debate if we’re in a recession or expansion, a bull or bear market, looming U.S. elections could impact us more than usual over the next one to four years.
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In this special election issue of our Economic, Market & Allocation Outlook, we look forward into the next 90 days and analyze the scenarios that could impact investors through the election and into year’s end.
IN THIS ISSUE
- COVID & THE ECONOMY: Page 4
Are we in a recession or a recovery? Economists disagree. The economy is the linchpin to future market performance, yet the lingering COVID wildcard makes economic performance impossible to project.
- THE EYES-WIDE-SHUT MARKETS: Page 7
Are we in a bull or bear market? Equities have roared back amid economic upheaval, begging bubble speculation. While mega-cap techs soar, other sectors have been hammered.
- THE ELECTION EFFECT: Page 11
Two words: taxes and regulation. We review the possible economic and market impacts from a political split or a Dem or Republican sweep in November.
- HOW TO INVEST NOW: Page 13
The S&P just had the best 100 days of all time. With myriad wildcards, a unicorn or two, and a sprinkle of the unknown, we can expect volatility.
If you’d like to speak with Kelly or another member of our team about your portfolio, please feel welcome to schedule a complimentary portfolio consultation.
To your fiscal health,
Read more about our Investment Policy Committee.
These forward-looking forecasts are an integral part of our tactical investment process. Instead of using a buy-and-hold strategy, we understand that risk changes over time, and we make ongoing, tactical changes to our portfolios to consistently move away from risk and toward opportunities.These changes are based in large part on the forecasts enclosed, which are generated from our continual monitoring of current and historical data and our forecast of future economic and market conditions.