top of page
  • Sunjin Kim

June 2020 Quarterly Letter

Global equity markets quickly recovered from their March lows, posting gains of over 19%. We take a look at what the second half of the year may look like with regard to Covid-19 developments, fiscal and monetary stimulus plans, and upcoming US elections. These three developments are likely to shape the trajectory of the market.

Disciplina 2Q20 Letter
.pdf
Download PDF • 607KB

50 views0 comments

Recent Posts

See All
bottom of page