Navigating a Covid-19 Recession

INTRODUCTION

The Covid-19 crisis has led to a truly unprecedented environment for the global economy, markets, and society as a whole. With so many variables at play, it's logical to wonder how a myriad of factors will impact portfolios and investments.  But, for many, it's hard to keep track of the significant economic and market-related developments that evolve on a daily basis. In this quarter's edition of Evergreen Chartbook, we explore the devastating toll that Covid-19 has had on the US economy, the fiscal and monetary response by the Fed and the US government, the reactions from financial markets, and Evergreen's outlook going forward. For those interested in hearing more on these topics, Evergreen Gavekal's Family Office Managing Director, Jeff Eulberg, and Director of Portfolios, Jeff Dicks, will be providing a market update via a live webinar with audience Q&A next Wednesday, May 20th at 2:00pm PST. Please use this link to register for the event.

NAVIGATING A COVID-19 RECESSION BY JEFF DICKS

Download Chartbook Here

Jeff Dicks, CFA
Director of Portfolios
To contact Jeff, email:
jdicks@evergreengavekal.com

DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.  Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not necessarily a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time.  There is no guarantee that these yields stated in this presentation will be achieved. Yields mentioned are gross of fees.

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