Winter 2020 Newsletter

The visibility is clearing but still remains cloudy. As we enter the 3rd decade of the 21st century, there has been a temporary truce in the Trade War and Brexit is moving forward. Some of the uncertainty has been priced out of this Market. But uncertainty still remains, particularly geopolitically. 2020 has long had a bullseye on it, namely in the form of the Presidential election. It’s no doubt going to be a bumpy ride in 2020.

To read the complete Bedell Frazier Winter Newsletter, please click here.