October 2020 Update

Published October 1st, 2020

  • Equity markets have bounced back with tremendous force since the March lows, catching many managers off guard
  • The USD continues to fall against other currencies — international equities and real assets have historically outperformed during times of USD depreciation
  • As we prepare for a climactic and volatile close to a wild year, can the fed come to the rescue again?
  • We have a new frontier market international equity pick we have deemed “election proof”
  • Gold appears to have begun its latest mega cycle, we are assigning a long term price target of $4000/oz
  • Crypto is back in the news, due to a wave of “Defi” products and applications, along with record usage of the Ethereum protocol

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