US Equity & High Income 2Q2020

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Oakwood Capital Management

Business


Many investors have been confused by the recent rebound in the stock market, while the real economy was still essentially closed. • Economic data has shown improvement from the depths of the complete shutdown of the economy, which lasted from mid-March through April. • We continue to monitor the data carefully and make adjustments to client portfolios along the way, keeping a close eye on employment levels and corporate earnings. • We are looking to position portfolios to capture longer-term trends that are likely to endure long after the pandemic has passed.