JEPI - 5 Questions We're Hearing From Investors

• I am hopeful that there won't be a major second wave of infections, but I believe there is a good possibility that there will be one. But if most countries are able to avoid wide-scale lockdowns, the negative impact to the global economy should be relatively low, in my view.
• The stock market seems to have accepted the notion that there will likely not be another fiscal stimulus package before the election. Therefore, if the economic data remains stable, I don't think stocks would react negatively to a lack of additional stimulus.
• Markets are already fretting over a contested election. I would expect stock market volatility and short-term stock market sell-offs in the weeks leading up to the election. In this environment, I would expect gold and Treasuries to perform well.

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