Peter Jackson / April 3rd, 2020

North American Equity First Quarter Strategy Review

We witnessed the S&P500 drop -33.9% from its February 19th high through to the low reached on March 23rd as the global coronavirus pandemic unfolded. While the news regarding the virus, and the spike in cases here in North America, is likely going to get a lot worse before it gets better, our sense is that the world is waking up and doing what it can to help prevent the spread until a vaccine or treatment is found.