COVID-19 UPDATE: Deaths still defying a surge. F-CAT daily cases +27k, down -6.8K from 1D ago. Granny Shot re-balance. +7 names. +1,880bp outperformance in 1H2020.

Please join Brian Rauscher, Head of Global Portfolio Strategy and Asset Allocation at FS Insight, on Wednesday, July 15th at 2:00 pm Eastern Time for a Webinar "Climbing the COVID Wall of Worry – Positioning for 2H20" with Q&A. Register here to attend

Earnings season starts later this week, and for the next few weeks, financials will follow the dual tracks of COVID-19 developments and the company commentary reflecting the experience of a full 90 days worth of COVID-19 impacts.  Th...

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