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Key Market Drivers, Earnings and Bond Pricing – Entasis Newsletter 1Q2020

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Newsletter Summary

  • From a high level, we are always focused on a few key items: economic growth, interest rates and earnings. We believe that with an understanding of changes in those key variables we can develop a solid foundation for asset allocation decisions and fundamental investment decisions.
  • We never try to be surgical with the timing of our investment decisions. We believe that if we can be directionally correct on a consistent basis it improves the odds of long-term wealth compounding for clients.
  • The beginning of 2020 has been a historically unique period for individuals, businesses and financial markets. As we navigate the environment we are distilling our research down to the things we can control and positioning portfolios accordingly.
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