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Investment Strategy Commentary

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The outlook for investors has improved after central banks and governments have gone all-out to fight illiquidity and economic dysfunction.


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We think the impending economic and earnings decline will be followed by a rebound — and that is what investors will eventually focus on.

As investors evaluated the economic impacts from the coronavirus and the oil price war, equity and fixed income markets faced steep declines.

We downgraded our growth outlook for the U.S. economy, though we still remain moderately overweight to risk with a bias toward U.S. equities and high yield bonds.