The Second Half: Constructive on Equities, But Not Complacent
While we acknowledge that a V-shaped recovery is probably not in the cards, we remain constructive on equities for the second half, but not complacent.
Relief at the Pump and for Portfolios?
We see some early signs that energy trends could be changing, which would not only have positive implications for consumers’ wallets, but also potentially investors’ investment portfolios.