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Oct
2020
By Poorvi Parekh, CFA
With less than three months left in 2020, this year has proven to be most unusual. COVID-19 related restrictions truly “hit home” globally, forcing individuals worldwide to readjust their physical, psychological, and social lifestyle for most of this year. This will likely continue for some portion of 2021. The rapid a…

Jul
2020
By Poorvi Parekh, CFA
The global economic contraction triggered by the COVID-19 virus has occurred at a greater speed, scale, and breadth than any other recession since World War II. In the 1970s, we had the recession driven by supply-driven oil-price shocks caused by production cuts. In the early 2000s, we had monetary tightening in respon…

Apr
2020
By Poorvi Parekh, CFA
First quarter investment results were defined by markets’ reactions to the global virus-fighting lockdowns and closures of the developed world, resulting in a decline in the U.S. equity markets (Russell 3000 Index) of -20.9%, the non-U.S. equity markets (MSCI ACWI-ex U.S. Index) of -23.4%, U.S. high yield bond markets …