Weekly Letter: A Perspective on the 2020 Financial Markets

November 28, 2020 |Warren Andrukow
Global equity markets marched higher over the past week. Many are approaching the peaks reached at the beginning of the year. Some have even made new all-time highs. Investors have grown more comfortable with the possibility that life - and the economy...
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Weekly Letter: A Perspective on the 2020 Financial Markets

November 21, 2020 |Warren Andrukow
Investors, and much of the world for that matter, continue to be faced with a predicament that is likely to last into 2021. Near-term, the virus continues to present headwinds to economic and earnings growth. More importantly, it remains a serious challenge...
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Weekly Letter: A Perspective on the 2020 Financial Markets

November 14, 2020 |Warren Andrukow
Investors have turned their sights back to the coronavirus, where a two-sided story developed further this past week. On the one hand, a second wave of the virus continues to present significant challenges, putting pressure on health care systems around...
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Weekly Letter: A Perspective on the 2020 Financial Markets

November 06, 2020 |Warren Andrukow
It was a week full of drama. Yet, the biggest surprise was not the U.S. elections. Rather, the unexpected collapse in volatility in the days that followed, which spurred a sharp global equity market rally. This happened despite the uncertainty that still...
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