Revisiting the swoosh recovery

from Portfolio Intelligence Podcast Hosted by John Bryson, Matt Miskin, Emily Roland

As markets continue to mend despite still-difficult economic conditions, Co-Chief Investment Strategists Emily Roland and Matt Miskin update host John Bryson on how their investment forecasts are faring in 2020. Their tilt to higher-quality segments of the equities and bond markets have been a tailwind, but high-yield bonds have rebounded more than expected. The strategists also describe why they continue to see a Nike “swoosh”-shaped economic recovery, rather than a rapid V-shaped bounce. Finally, Emily and Matt look ahead to the November election and explain why investors may actually want to pay more attention to the macroeconomic backdrop rather than letting politics influence portfolios.

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Revisiting the swoosh recovery

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This episode is 23 minutes long.

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This episode was published on August 20, 2020.

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