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Super Grannies and Market Update – June 30 Webinar Cancelled

Q3 Pullbacks Likely Shallow, Long Term Backdrop Positive

Investors remain understandably cautious heading into 2H20 following the unprecedented volatility seen. Equity markets are likely to remain choppy in Q3, but the longer-term cycle backdrop remains supportive of higher equity levels and we continue to caution clients from becoming overly defensive.

I favor a balanced portfolio of both secular and cyclical growth with cyclicals as timely. Equity markets in general, and cyclicals specifically, are showing evidence of bottoming short term at importan...

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