March 2020
Enclosed we share Markets Update: What We’re Watching. Given the recent tumult in the markets, we would like to offer our measured, thoughtful and (hopefully) unbiased observations about what we have seen across a variety of global markets that we monitor daily. During these heightened periods of market volatility and anxiety, we often find that an unemotional and analytical study of the subject helps us properly frame the situation and formulate a response, if needed, in our portfolios.
In the event that you would like to learn more about the situation, we hope that you will find this information useful, and perhaps, a bit less anxiety inducing than if you turned on your TV to learn about what is happening in the markets. As always, we welcome your feedback and look forward to speaking with you in the future.