Sightline Conversations: Interpreting the Disconnect Between the Markets and Economy


Investors have had their eyes on the headlines recently, with both positive and negative news emerging over recent weeks. The European Union finally announced its economic package last week, both new and existing housing sales soared in June, and retail sales are increasing drastically since the onslaught of the pandemic. However, on the other side of the spectrum, an increase in COVID cases and reopening reversals in new hotspots has led to rising U.S. unemployment claims and one of the sharpest GDP drops during a recession in the country’s history.

In their latest conversation, Sightline’s Paul de Sousa and Warren Gerow examine COVID’s latest effects on the economy and markets, and what it may mean for investors. Specifically, de Sousa and Gerow discuss:

  • An overview of the markets and economy over the past few weeks
  • How COVID-19 is changing consumer behaviours
  • The continued disconnect between the economy and the markets
  • The changing monetary definition of inflation and its effect
  • Financial repression and the multitude of ways governments can get out of debt
  • The fundamental reason behind gold’s surge
  • The importance of patience during this unprecedented time

You can listen to de Sousa and Gerow’s conversation here. You can also read our latest market commentary on the coronavirus here. As always, please contact us at (416) 945-6228.




Important Information:   

Warren Gerow is an independent investment wealth consultant to Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.  

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.

The opinions and information contained in this article are those of Sightline Wealth Management (“Sightline”) as of the date of this article and are subject to change without notice. Sightline endeavors to ensure that the content has been compiled from sources that we believe to be reliable. The information is not meant to be used as the primary basis of investment decisions and should not be constructed as advice. Each investor should obtain independent advice before making any investment decisions.

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