The Pandemic Continues.

What Lies Ahead For Markets?

July 2020

While the recent rebound has been exceptional for a subsegment of U.S. equities, many other equities and entire asset classes continue to be down 10% or more in 2020.

In this 14 minute video update, Chief Investment Officer, Justin McNichols, CFA will review:

0:00 - 1:37 Brief first half of 2020 review  

1:38 - 4:53 Markets are progressing through our "five phases” during the pandemic

4:54 - 5:58 Update on Ingredients to End the Bear Market - first introduced in March

5:59 - 8:18 How leadership may expand to other asset classes outside of simply U.S. growth equities

8:19 - 11:53 The potential dangers of overinvesting in areas that have led markets during the past number of years

11:54 - 14:00 Our thoughts as we start the second half of a volatile 2020

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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.