Broker Check

Investing Perspectives

| April 16, 2020

During volatile and uncertain times, we often reach out to our strategic partners and plan through the next tactical decisions for portfolio rebalancing. Thankfully we work in collaboration with some of the best research firms in the world, creating a powerful team for our clients’ long-term planning needs. We are also getting fresh updates on deteriorated monthly economic data points and a lack luster start to earnings season, bringing a fresh bout of volatility. This natural process of data crunching, even if bad, helps to create clarity and consensus in the capital markets, allowing us to ultimately strengthen our conviction on a recovery outlook. It is more important than ever to stay invested in a balanced way.

I have included Alliance Bernstein’s insightful summary on investing perspectives during our current global crisis. The five perspectives broken down into straightforward explanations. My favorite of the bunch is ‘be humble about what we know’. Hope you enjoy the attached, I’ve have highlighted the five themes below. 

  1. Think out of the box
  2. Worry about short term path to recovery
  3. Don’t lose sight of the long-term horizon
  4. Imagine the post-coronavirus world
  5. Be humble about what we know

Our entire crew at Katahdin is wishing happiness and health to you and your family!




The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.