Firm Commentary

Welcome to Wetherby Asset Management’s Online Newsletter Library. Our newsletters and commentary offer insight into timely news and events that shape our financial world. Please read important disclosures by clicking here.

Wetherby Webinar: Ongoing Economic and Market Implications of Coronavirus COVID-19

Wetherby Asset Management’s Chief Investment Officer, Bong Choi, shares our ongoing perspective on the market and economic implications of the coronavirus COVID-19 pandemic as of March 27, 2020.

To listen to the recording, please follow this link:

March 27, 2020: Ongoing Market and Economic Implications of Coronavirus COVID-19

Webinar Webinar: Market and Economic Implications of Coronavirus COVID-19

Wetherby Asset Management’s Chief Investment Officer, Bong Choi, shares our perspective on the market and economic implications of the coronavirus COVID-19 pandemic as of March 13, 2020.

To listen to the recording, please follow this link:

March 13, 2020: Market and Economic Implications of Coronavirus COVID-19

What Does The Coronavirus (COVID-19) Mean for the Markets?

After initial resilience to news of the coronavirus (COVID-19) outbreak in China, markets fell early this week upon news of the disease’s continued spread in Asia, Europe and the Middle East.

Read Wetherby’s perspective by clicking the “Read The Newsletter” link below.

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Q4/19 Newsletter

Investment Overview:

What happened in fourth quarter of 2019 that caused markets to close out the year at an all-time high? What might 2020 markets have in store after the bull market of 2019? How might the election year weigh on market performance? Our market update covers these questions in depth, and addresses the following topics:

  • Three key economic fundamentals that improved in late 2019 and left investors feeling more positive about the future than in the third quarter
  • The reality of stock valuations being near the high-end of their historical range, and which factors could possibly drive additional growth in 2020
  • What past election year data predicts for potential market impact from a presidential election year

Impact Update:

In the fourth quarter, we released our Shareholder Resolution Sponsorship Report which summarizes the environmental, social and governance initiatives supported by our clients in the 2019 annual proxy season. Our firm also hosted a variety of internal impact events for our team. In November, our Diversity, Equity and Inclusion committee held a celebration for Día De Los Muertos where our team built an in-office ofrenda to respect deceased family members. In December, our team participated in a service event with Rise Against Hunger to package meals for shipment around the world to fight global hunger. We also hosted an Impact Holiday Craft Fair to prepare natural gifts for the holiday season.

Financial Planning:

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1st, 2020, enacting broad changes to U.S. retirement legislation. The financial planning section overviews both the opportunities and risks associated with this new legislation, some which may require adjusting your financial strategy. The Act itself is voluminous and much of the legislation applies in very narrow situations, so the breadth of this newsletter’s piece will address the Act’s provisions that most directly impact our clients.

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Q4/19 Impact Investing Digest

Wetherby is pleased to share our Impact Investing Digest for the fourth quarter of 2019. This quarter’s digest highlights commitments from some of the world’s largest corporations and investment firms to address climate change, which have dominated headlines for the past few weeks. While we believe that this is encouraging news and sends an important signal, we will be more closely following how these companies act on their commitments over the next few years. Please feel free to reach out to your Wetherby team if you have any questions or are interested in learning more.

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