SUMMARY. Other than the Astrazeneca Covid-19 vaccine trial delay the week was marked by a continued technology correction and mixed economic data.
INVESTMENT IMPACT. Although we eliminated our technology hedges in our growth portfolios which would benefit if this sector falls, valuations remain a concern. Overall, we made little changes for the week continuing to focus on vaccine progress which we believe will drive the economic recovery. Election uncertainty remains less of a concern in our view.
Our model portfolio performance has been updated on our website as of 9/04/20.
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