The COVID-19 global pandemic continues to have a material impact on economies and markets throughout the world.
Importantly, we continue to provide our views on rapidly changing markets and how investors should position their portfolios. Click below to explore our thoughts on how the pandemic has swiftly altered the investment landscape, creating shocking real economic conditions. We’ll keep you informed on what reopening actually means, and how the massive Fed and fiscal interventions affect current conditions.
Published on February 10, 2021
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Business Insider
February 24, 2021
Business Insider
February 9, 2021
Market Watch
February 8, 2021
Market Watch
January 25, 2021
MarketWatch
March 7, 2020
Barron's | July 31, 2020
RICHARD SAPERSTEIN, BARRON’S SIXTH-RANKED advisor nationwide, sees many risks to stocks, from a possible intensification of Covid-19 to disappointing earnings in 2021. But that hasn’t stopped him from crafting portfolios dominated by equities – albeit chosen selectively and with a U.S. heavy growth tilt. “The multiple on equities will be higher when you basically have a zero-interest-rate environment,” says Saperstein, founder and chief investment officer at New York-based Treasury Partners, which manages $9 billion of client assets.
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