In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details a disconnect between the stock market and the economy, the underlying associated risks, and how our focus on three pillars—economics, a long-term investment horizon, and risk mitigation—continue to guide our portfolio positioning.
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.
