In the July/August issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he says the trajectory of COVID-19 will be the primary determining factor in what to expect for markets and the economy. With disease cases rising in parts of the country, rollbacks in reopenings could lead to a leveling off in economic data.
In the June issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he says it’s unwise to drive a stake in the ground and claim certainty as to the future, and notes the economy and markets are together levered to progress on three fronts: vaccine research, stimulus relief, and the reopening of economies globally.
Wall Street is social distancing from Main Street. April was the best month for stocks since 1987, but the 36.5 million new unemployment claims filed harken back to the Great Depression. What gives?In an informative webinar on May 22, Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue, broke it all down in terms of our house view of what you can expect for markets and the economy. Listen now.