Archived Insight | September 18, 2020
Just what the doctor ordered in the midst of a pandemic: a massive fiscal dose in one arm followed by a record-breaking monetary injection in the other.
While this was more substantial in the U.S. than in many other countries, the level of global policy commitments was much greater than what occurred after the Global Financial Crisis (GFC) and were applied with a needed urgency.
The path forward from here for investors, however, is in many ways similar to the virus itself — every day we learn a little bit more, but there still isn’t clarity regarding where to plant our next step as we trek towards the hoped-for COVID-free future.
Segal Marco Advisors’ Q2 Update to the 2020 Investment Outlook helps you put recent market developments in perspective. Learn more about our global macroeconomic views and near-term performance expectations for specific asset classes.
Over the next 12 to 18 months, we expect*:
*The views represented for each of the asset classes are relative to our 10-year capital market assumptions.
Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. This article and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.
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