Tim Hoyle, Co-Chief Investment Officer

As of this morning, global markets are posting positive returns on hopes that a COVID treatment is at hand and the great reopening is imminent. We, too, are hopeful on both fronts and caution investors to remember that it is highly unlikely that data improves in a strictly linear fashion.

This week, we have taken the opportunity to address three important topics in a series of short videos. We promise these HaverCasts are short and to the point! We hope you enjoy watching them, and we welcome your questions and feedback.

Is it different this time?

Is it time to put cash to work?

When do corporate earnings bounce back?