Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
In the first 5 months of 2020, the S&P has experienced a +/- 3% or greater daily move one quarter of the time, nearly 9x more than its 20-year average. In this environment of elevated volatility, which we expect to continue through year-end, investors may benefit from income-oriented strategies which seek to provide a persistent source of cash flow.
Source: Bloomberg and GSAM. As of May 29, 2020.
The consequences of COVID-19 will not be equally distributed. Our forecast is for the sudden deceleration in economic activity to be most acute in the second quarter, followed by a resurgence in growth.
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