Blog - Stratos Private Wealth

Pre-Election Positioning | October 2020 Webinar Recap

Written by Tyler Morris | October, 2020

Time to Read: 3 Minutes

In our most recent webinar titled, “Pre-Election Positioning”, we review where some of our key indicators stand leading into the election and what the election could mean for the markets. Here are the key takeaways:

  • Global recession likely ended this summer, but COVID-19 spread continues without approved vaccine or readily available therapies.
  • Massive money printing by the Fed and fiscal stimulus has helped the recovery (especially in asset prices) but could cause issues down the road.
  • FANMAG & Nasdaq 100 stocks got overvalued while other equities look expensive due to lack of earnings, prompting Stratos Private Wealth to cut exposure in early September.
  • Election uncertainty could be catalyst for market pull back in a variety of scenarios.
  • We review those scenarios and explain our outlook for the rest of 2020.

Please contact Stratos Private Wealth if you would like to discuss your specific situation in more detail.