Description

DEEP DIVE: In this episode, Jeff Otis talks with Jeff Dicks, about his 10 favorite charts for the infamous year, 2020. This 20-minute episode will address the topics below. You can follow along with the chartbook, created by Jeff Dicks and Gherman Howell, here: https://blog.evergreengavekal.com/the-top-charts-for-2020/

• Covid cases, hospitalizations, and deaths for the year
• US GDP, retail sales, and unemployment since 1992
• 2020 sector returns
• Winners and losers in 2020
• Energy price, demand, and inventory
• Global market cap, compared to central bank balance sheets
• Investment-grade and high-yield debt over the decade
• 10-Year treasuries, inflation, and the price of copper
• Home price appreciation and mortgage rates
• Sector leadership and returns
• S&P 500 valuations relative to interest rates
  

As always, thanks for listening!

Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.