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Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…