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Investment Strategy Overview (ISO)

The Chief Investment Office outlook on the economy, the markets, investment trends, portfolio considerations and asset-class weightings.

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Over The Bridge to the Other Side

In a new edition of the quarterly publication Investment Strategy Overview, our Chief Investment Office describes a “valley" marked by the fastest decline in the history of the equity markets, along with a “bridge" in unprecedented policy responses, the “other side" in eventual economic recovery, and the “new frontier" in potential shifts within the broader landscape over the next five years or more.

“We hope the insights that follow provide a better understanding of the past few weeks and, more importantly, the potential paths in the months and year ahead across a variety of areas. As we experience the “valley, travel over the bridge, to the other side, and on our way to the new frontier" we do this with an understanding that there is strength in numbers and strength in society." 

Christopher Hyzy Chief Investment Officer

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