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Client Letter June 2020

Client Letter June 2020

I'll Have What the Market is Having 

To paraphrase the classic line from the movie When Harry Met Sally, it’s hard to know whether the ongoing
explosion in stocks will be justified by an equally sharp rise in economic fortunes over the next couple of
quarters, or if the rally is based on wishful thinking pumped by monetary policy stimulus! In any reckoning,
the rally has been nothing short of epic and it seems that investors believe the worst-case scenarios for
Covid-19 are unlikely. Those beliefs have grown as more testing is resulting in lower infection and mortality
rates than feared, and with the growing realization that, if there is a second wave of the disease, a repeat of
the total shutdown public health response is unlikely. Read Full Client Letter
Client Letter July 2020
Client Letter May 2020

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In today’s letter we share some perspectives on inflation, and the re...

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