Pandemic Stock Market Update

May 13, 2020

We just experienced the fastest bear market in history followed by a strong rebound.
Most of us are wondering, now what? Will markets go higher or fall?

In this in-depth market update, Osborne Partners Chief Investment Officer, Justin McNichols, CFA provides insight from our team about what may be next.

The video is divided into these topics:

0:00 - 1:35 The past two months – What happened?

1:35 - 4:20 The recent rally has been led by a handful of companies

4:20 - 10:09 What potentially happens in the short-term?

10:09 - 13:35 The Path to Recovery: Which industries may recover next?

13:35 - 15:50 Which types of companies are now overvalued and undervalued

15:50 - 21:30 The danger of investing in the rear-view mirror

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Please stay safe and healthy!

The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.