Broker Check
Integrated Insights - Week of July 6, 2020

Integrated Insights - Week of July 6, 2020

July 07, 2020

With 3rd quarter beginning, the virus infection count continues to mount.  It's the time of year for economists & investment managers to launch mid-year prognoses.  Amidst a global pandemic there are those in the optimistic camp and others with a more doomsday outlook.  The optimists tend toward the majority, but I think its fair to approach the near-term future with a sense of caution. 

We will host our own mid-year update with our partners from BlackRock next Tuesday.  Look for information in the Webinars section of our website.

Here's our reading for the week:

Weekly Commentary -- Downgrading US Equities -- BlackRock

  • The BlackRock team have downgraded US equities to neutral after a strong run amid surging COVID-19 cases and risks of fading fiscal stimulus.

  • We are tracking the interplay of containment measures and mobility changes on activity as economies have started to reopen.
  • Markets this week will expect to see improving U.S. non-manufacturing and services purchasing managers’ index data for June.

Lower Valuations, Better Opportunities? -- Capital Group

An Untimely Retirement: The Dangers of 'Sequence Risk' for Retirees -- PIMCO

  • PIMCO touch on the challenges of transitioning retirees market circumstances at and around retirement time

  • This is perhaps the least controllable risk for retirement planning.

  • Market conditions around retirement could dictate retirement plan success

  • Building a framework or infrastructure around your investment assets can help