Broker Check

Webinar Video Library

INVESTMENT THEMES:
Portfolio Construction in Times of the Coronavirus

Thursday, June 4th at 6:00 PM EST

Event hosted by Globe Wealth Management
Presentation by Fidelity Investments

INVESTMENT THEMES: Portfolio Construction in Times of the Coronavirus (click here)

Key Takeaways from the Webinar:

[01] We are in a secular bull market still. Despite the current pandemic keep in mind that history does repeat itself. We have seen dark times before and we will get through this.

[02] Near term economics should be bad so be prepared for the headlines. The Fed and fiscal policy should help us recover quicker than in past challenging times.

Expect:

- Q2 to be bad

- Q3 better

- By the end of 2021 we should be back to where we were before the pandemic

[03] Your time horizon is important. Money you do not need right away should be in the market.

[04] Things should continue to get better:

Population Growth: People will continue to be born. The population will grow. People need food, clothing, and shelter. Those things generate revenue which stimulates the economy.

Innovation: Biotech, cloud computing, 5G and all the innovations that unroll will help drive the economy.

[05] Sticking to your financial plan is critical. Stay with your plan. If something changes in your life update the plan to reflect.


How We Work