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“For now, we continue to advise investors to keep sheltering-in-place, both for the sake of their health and to meet their long-term financial goals.”

Jason Blackwell, CFA, CAIA®

Chief Investment Strategist

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The Eye of the Storm

One of the most dangerous phases of a hurricane comes as the first half of the storm passes and the eye of the storm is overhead. The winds calm down, the sun comes out, and people are tempted to go outside into the clear of day. Over the last several weeks, as we went through the first hit of the COVID-19 storm, we counseled clients to seek shelter in diversification.

The sun seemingly came out last week as poor economic data was offset by more positive developments regarding the virus’s spread.

The next few weeks may be more challenging. Companies are starting to announce first-quarter earnings along with guidance for future quarters. It goes without saying, that the forward guidance will generally not be good (if it is offered at all). Also, while we expect a peak in COVID-19 cases, we should be prepared for flare-ups if individuals are less compliant to the containment efforts. While the optimists in us are pleased that we are passing through the first part of the storm, our realistic side understands that the situation is still fluid.

For now, we continue to advise investors to keep sheltering-in-place, both for the sake of their health and to meet their long-term financial goals.

Jason Blackwell, CFA, CAIA®, Chief Investment Strategist

As the Chief Investment Strategist of The Colony Group, Jason is an investment professional possessing both deep analytical experience and a passion to improve the decisions and outcomes of clients by simplifying the often-complex world of investing. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves as a vice-chairman of the Colony Investment Committee and a spokesperson for Colony Investment Management.

Learn more about Jason >>