Investment Strategy Committee Notes – Q2 Update
Submitted by The Wealth Consulting Group on August 28th, 2020ISC Model Updates Q2:
Equities continued their rally off the March 23rd low on the back of further easing from both monetary and fiscal authorities the world over as well as optimism around economies beginning to reopen. Markets did take a pause toward the beginning of June with concerns over increasing infections leading to a delay in many states reopening efforts being front and center. As a result, we have seen a continuance of the market bifurcation between large-cap growth and everything else post the June 8th highs in the major indices.