June 30, 2020
Listen as Chief Economist Scott Colbert, Director of Investment Strategy Joe Williams, and Director Of Investment Research Barbara Turley discuss specific topics related to our 2020 Midyear Outlook. Scott covers the macro economy, focusing on more potential Federal Reserve and government fiscal stimulus that could be on the way as the U.S reopens the economy. Joe details the volatile ride we’ve had in equities since the March market lows and also discusses what history tells us about the impact of presidential election cycles on stocks. Finally, Barbara pulls all the information together and explains how we manage client portfolios in periods of turbulence like we are experiencing right now during the coronavirus pandemic.
Colbert Transcript
Williams Transcript
Turley Transcript
Listen as Chief Economist Scott Colbert, Director of Investment Strategy Joe Williams, and Director Of Investment Research Barbara Turley discuss specific topics related to our 2020 Midyear Outlook. Scott covers the macro economy, focusing on more potential Federal Reserve and government fiscal stimulus that could be on the way as the U.S reopens the economy. Joe details the volatile ride we’ve had in equities since the March market lows and also discusses what history tells us about the impact of presidential election cycles on stocks. Finally, Barbara pulls all the information together and explains how we manage client portfolios in periods of turbulence like we are experiencing right now during the coronavirus pandemic.
Colbert Transcript
Williams Transcript
Turley Transcript