Below are Evergreen Gavekal’s Likes/Dislikes for November 20, 2020.
Likes/Dislikes – November 20, 2020
The Next Frontier?
When investors consider potential investment areas, headwinds and tailwinds are important factors that help provide clues about the future of a sector. Take Big Tech as an example. While the biggest names in tech have seen unmatched growth…
Likes/Dislikes – November 13, 2020
Below are Evergreen Gavekal’s Likes/Dislikes for November 13, 2020.
Pricing the Post-Election World
In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag on after a contested presidential election and/or (2) a “blue wave” that would bring forward a Democratic agenda. This pricing was reflected in…
How Should Investors Think About the 2020 U.S. Election?
The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets.
