Hear from Chief Investment Officer Dougal Williams and Lead Advisor Rob Greenman on markets, the economy, and upcoming elections in this recorded webinar.
Table of Contents
(3:20) What is the latest on markets?
(4:10) Which market components have done well? Which have disappointed?
(5:44) Why has the market soared since March, despite all the economic challenges?
(6:26) What do we mean when we say, “the markets are forward-looking”?
(7:55) Are markets detached from economic reality such as high unemployment?
(10:07) Has active management been able to outperform in the current environment?
(12:56) What are some of the challenges faced by disciplined investors?
(14:05) How have different asset classes been performing?
(16:10) Does it still make sense to diversify across popular as well as disfavored asset classes?
(18:43) Should the November elections impact your investment decisions?
(22:35) What’s new with Vista’s business operations?
(24:19) What’s new with Vista’s sustainable (ESG) investment strategies?
(25:43) What will a Biden or Trump victory mean for the economy?
(28:20) How is the country going to manage the debt incurred due to 2020’s stimulus packages?
(30:45) What is Vista’s advice for value vs. growth stock investments?
(34:50) How is Vista managing its business risks?
(37:27) What is Vista’s advice for investing in gold?
(39:00) What is Vista’s advice for investing in bonds?