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June 2020 Quarterly Letter

  • Sunjin Kim
  • Sep 20, 2020
  • 1 min read

Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half of the year may look like with regard to Covid-19 developments, fiscal and monetary stimulus plans, and upcoming US elections. These three developments are likely to shape the trajectory of the market.


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