Mid-Quarter Update: Extreme Euphoria … What’s an Investor to Do?

November 30, 2020
By Steven Vannelli, CFA in Markets, Portfolio Management

There couldn’t be a greater cocktail of recent news, with three COVID vaccines showing strong promise and the political transition beginning to formally occur. All this with the backdrop of zero interest rates and a record fiscal deficit. Our thoughts on risks in the equity market and what looks attractive for investors.

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