Dear Clients and Associates,
I hope that the heat of July brought out some nice outdoor times for all of you and I trust that all of you are staying healthy! I had the privilege of taking some time at our family cottage with my boys last week.
As always, my teams and I continue to keep an eye on the economic landscape, your investments and do our best to bring you short updates. Here are few key comments from two of our strategic partners.
Noah Blackstein from Dynamic delivered the following few key points during his recent update. He believes that the move towards cloud and collaboration software did not just occur because of the pandemic, pandemic has just made it a necessity (“Want” to “Need”). Further, he believes we are still in Spring Training in terms of potential for Healthcare and in the Third Inning in terms of potential for Cloud with remote Monitoring and Telehealth are here to stay.
Second theme Noah spoke about is US election. At this moment he believes that there is a sense of overall indifference for the markets to either Biden or Trump. Noah always been and continues to be a strong believer that buying quality businesses will withstand the test of time, and even during current times, he remains optimistic as the future, long term equity returns.
To read a full summary of Noah's comments CLICK HERE TO READ MORE
If you prefer to listen to an update for Q3 of 2020, below you will find a link to a video from one of our other partners, Russell Investments. It provides some key points as well.
Happy reading, and if you wish to discuss how this effects your investments directly, don't hesitate to book a to for a phone call with me directly by following this link:
With gratitude,
Anna Knight, CFP and team Simplicity