Changes in the US economy and the stock market have investors wondering what lies ahead.

DBR & CO Chief Investment Officer Michael Aroesty shares his updated analysis of the second quarter and what we are watching most closely as we review our allocation strategy for the rest of 2020.

With the help of our research partner Hedgeye, we shared our point of view on major market themes for the second quarter of 2020.

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Has anything changed our views as we head toward the second half of 2020?

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DBR & CO Chief Investment Officer Michael Aroesty has reviewed the data trends that are shaping our point of view for the end of 2020 and into 2021. See how our themes are holding up against recent economic developments and market conditions. You’ll want to read his analysis before you review your current asset allocation.