Recent market action has many investors scratching their head. The seemingly increasing disconnect between the “real economy” and stock market has many wondering how strong of a foundation we are currently on.  

Click the link below to view a copy of our most recent analysis illustrating the current positioning of the market, some of the key metrics moving markets right now, and what uncertainties we believe lie ahead. We have also linked the most recent Schwab Insight explaining how some of the “real economy” developments are being factored in by investors.

June-2020-Market-Positioning.pdf

SchwabMarketperspective.pdf

 

 

Commentary Disclosures: Covington Investment Advisors, Inc. prepared this material for informational purposes only and is not an offer or solicitation to buy or sell. The information provided is for general guidance and is not a personal recommendation for any particular investor or client and does not take into account the financial, investment or other objectives or needs of a particular investor or client. Clients and investors should consider other factors in making their investment decision while taking into account the current market environment.

Covington Investment Advisors, Inc. uses reasonable efforts to obtain information from sources which it believes to be reliable. Any comments and opinions made in this correspondence are subject to change without notice. Past performance is no indication of future results.