Investment Review & Commentary 2020 Q3

The following presents a brief description of our Investment Review 2020 Q3 developed in-house by our firm. CLICK HERE to read the full report. Please CONTACT US directly to request a copy of our current Investment Outlook & Strategy Updates.   

Investment Review 2020 Q3 ~ Highlights

Benchmark Performance on Page 1 provides index data for the past time periods QTR, YTD, 1-YR, 5-YRS, and 10-YRS annualized. Sources include Barclays, Morning Star, S&P 500, Dow Jones, Russell 2000, MSCI, and US Treasury.

Market Recap on Page 2 covers the seesawing market with the coronavirus outlook and the mixed year-to-date results.

Market Outlook on Pages 3 & 4, notes the U.S. economic outlook for the next three months is contingent on the election, the status of additional government stimulus, and the availability of a vaccine. Meanwhile, the Stock Market is up, anticipating the end of the coronavirus in 2021, and the economy is down with 7.9% unemployment and layoffs.    In the global economy, IMF forecasts a contracting of the economy.  In the US, the Fed laid out goals for employment and inflation.

Investment Strategy and Portfolio Update on page 5 covers PSFI’s Asset Class Model Update,  Fixed Income Strategy, and more. 

PFSI News on page 6 provides a review of tax strategies after the election, some Election food for thought, continued words of caution on the coronavirus, and more.

To read the comprehensive investment report CLICK HERE.


Disclosure: The Quarterly Investment Review of Parr Financial Solutions, Inc. (PFSI) expresses the views of the firm as of the date indicated.  Our views are subject to change without notice. Past performance is not an indication of future results. This commentary is being made available for educational purposes only.  The information should not be construed as an offering of advisory services or an offer to buy any securities. Certain information concerning economic trends and performance is based on information provided by independent third-party sources.  Parr Financial Solutions, Inc. believes these sources to be reliable, but cannot guarantee the accuracy of this information, or the assumptions on which the information is based. This publication may not be copied, reproduced, republished, or posted in whole or in part without prior written consent.