BCA Weekly Commentary 9/11/20


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.


For more insights see our website and disclosures found there at BCA. As always contact us for further explanation of how these events can affect your finances. To unsubscribe from our newsletters & website please email us with "unsubscribe" in the subject.

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