Omar’s Quick Takes – DB Investor Survey Shows Interesting Shift in Investor Concerns for 2021
The following chart from DB’s Jim Reid highlights the results from a recent client survey they conducted. With vaccines staring to rollout, interesting to see concerns surrounding vaccine effectiveness, side effects and logistics take top spots. However, one could wonder with the recent broadside of lawsuits against Facebook from the FCC and numerous State’s AGs […]
General Commentary – July 2020
When the Facts Change… If we were to ascribe an overriding theme to our last commentary piece we wrote in March, especially vis a vis our intentions towards the asset allocation and risk posture among our various models, it would have been one of having patience and maintaining defensive positioning. As justification, we cited some […]
General Commentary Brief
Last year, when we began ratcheting down our exposure to stocks throughout our models, despite some resistance from a small handful of clients that wanted us to chase equity markets to ever higher all-time-highs, we did so with the expectation that a cyclical economic deterioration was ahead and that we wanted to adjust our asset […]