2020 Economic Outlook


In the midst of the COVID-19 pandemic, the environment of highly valued equity markets has undergone a sudden shift to a bear market. What are the immediate term and potentially long-term implications on asset allocation? As the pandemic has taken hold on a global basis, how do we factor polarization of the economy, political environment, and social unrest into asset allocation decisions? What are the long-term implications of the value destruction and health of businesses? What may be "green shoots" of opportunity as the pandemic begins to subside? Paul Chew, Chief Investment Officer at Brown Advisory, addresses these concerns and shares his perspectives on the economy and financial markets, as they pertain to asset allocation decisions.

Date Published: Wednesday, April 8, 2020

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