Equity Outlook  |  Q3 2020

Mid-year insights: Assessing the risks

Equity Team

Mid-year insights: Assessing the risks

IN THIS QUARTER'S EQUITY OUTLOOK - Download PDF

We enter the second half of a remarkable year in the midst of a deep economic contraction. Equity markets, however, are demonstrating surprising resilience. Since their lows in March, major indexes have rallied despite dismal economic data, such as record-high levels of unemployment and plummeting consumer spending. While the equity rebound is encouraging, many investors are wary as numerous uncertainties and challenges remain.

We take a look at the potential for a second wave of the coronavirus and its impact on the markets, and we offer insights on how businesses are faring as COVID-19 restrictions are eased. We also discuss how small-cap companies may benefit from the unprecedented challenges of 2020.

Market rebound may have stamina

Next: COVID-19 and investing: Prospects for a second wave


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We discuss the potential impact of a second wave of the coronavirus and we offer insights on how businesses are faring as COVID-19 restrictions, are eased.