Our Outlook for the remainder of the year.

We have added a summary of our Outlook that will make it easier to understand the key points and the summary is followed by the full Outlook, available here.

The Outlook will help answer the following questions:

• What are the primary risks that could impact your portfolio in the second half of the year?
• What is our Base Case Scenario for each of the risks?
• How will your portfolio be impacted by each of the risks?
• What is our game plan for reducing risk before the election? 
• What changes are we recommending for your portfolio?
• What are some of the investment opportunities in a post-Coronavirus world?

A lot of things could change very quickly, so we will be sending out updates if our game plan changes.