The Macro View

Making Sense of the Market Rebound

Posted by

Where There’s A Will, There’s A Way The reverberating effects of COVID-19 caused the S&P 500 to fall 34% in just over a month – the fastest bear market in history.  Since March 23rd, despite a historically large decline in economic growth, the S&P 500 has surged more than 35% and credit spreads have tightened…. Read more »

Tactical Diversification in 2020

Posted by

  The investment and economic landscapes have undergone a dramatic reshaping in the wake of the COVID-19 pandemic and subsequent severe market volatility.  While the net effect has been damaging, it’s provided investors with ample opportunity to re-explore the diversification of their portfolios.  As investors, we are constantly taught the importance of diversification in an… Read more »