1H20 Market Lessons & 2H20 Market Themes
The technology and healthcare sectors led the performance of the global stock market for the first half of 2020. For the technology sector, most of the gains were driven by internet enterprises while medical equipment and supplies led the healthcare sector. While active investors chose to rotate across the sectors, passive investors also ramped up their holdings in both indices and the less risky Gold ETFs. Geoff will identify the key determinants of the major market moves in the first half of the year and discuss the themes carrying through into the rest of 2020.