Category Archives: Commentary

How Investors Should React to Rising COVID-19 Cases

From an email sent out to all investors… Good morning, IIM investors. As COVID-19 cases continue to rise, new restrictions and lockdown measures are being considered. Some states have implemented curfews, dining restrictions, and mask rules in an attempt to … read more…

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What the Worst GDP Decline in History Means for Investors

From an email sent out to IIM investors… Good evening, IIM investors. The economic recovery continues to send mixed signals in early August. Increased COVID-19 cases in many parts of the country have led to increased restrictions by local governments and … read more…

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IIM International Portfolios: First Half of 2020

Sturm und Drang Our hearts go out to those whose loved ones are being impacted by COVID-19; we empathize with those businesses that are trying to find a path forward during this difficult time. The Market As if this insidious … read more…

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