Market Update 5.14.2020

Webinar Recording 05.14.2020

(MAY 14, 2020) James Landry, Chief Investment Officer and Director of Planning, sat down to speak with with Richard Mullen, Co-Founder and Managing Director, for a weekly update on the markets.

(03:51) What are some examples of consumer preferences changes that the Pallas team foresees moving forward?

(06:54) With “lower for longer” still likely in our future, how do we adjust for income generation?

(11:20) What are the implications of shifting supply chains?  

(13:58) What industries will likely be the beachhead of this shift? Pharma? Tech Hardware? Defense? 

(16:01) If taxes climb due to government spending what are the key challenges in the planning and investment process that investors face?