MacroResearchBoard

Tactical To Secular Investment Opportunities – November 2, 2020

We published two insightful reports last Thursday that covered a wide range of investment issues and time horizons, ranging from the tactical, to the next 10-years. Both reports addressed the difficult investment landscape, reflecting the starting point of a challenging economic environment and the dearth of attractive valuations. Still, the reports identified a range of opportunities, especially in select non-U.S. equity markets and various instruments to protect against adverse developments.