2020 Themes and Outlook
We outline five key themes for 2020 in our latest video and written commentaries. While there is little to no evidence that the U.S. economy will slip into a recession over the next 12 months, we expect volatility to accelerate as we move through a Presidential election year, face growing geopolitical tensions and navigate through the longest economic expansion in U.S. history.
Click here to read PDF commentary.
2020 Verdence Themes and Outlook - Introduction
2020 Themes - 2019 Year Review
2020 Themes
2020 Themes Economy
2020 Themes - Presidential Election
2020 Themes - Fixed Income
2020 Themes - Equities
2020 Themes - Alternatives
2020 Themes - Conclusion
FEATUREDWhitepaper: Saddle up for a Highly Contentious Election Year
2019 Q3 Market Commentary
Whitepaper: How to Invest in a Low and Highly Volatile Interest Rate Environment
2019 Q2 Market Commentary
Whitepaper: Is the Yield Curve Shooting a Warning Sign?
2019 Q1 Market Commentary
2019 Q2 Whitepaper: New York Gives Up its Prime Membership (4 min. video)
2019 Themes and Outlook
Special Report: Market Volatility
2018 Midterm Elections and What Investors Should Know
2018 Q3 Market Commentary
Emerging Market Currencies and Modern Currency Crisis
2018 Q2 Market Commentary
Inflation Inflection Point
2018 Q1 Market Commentary
