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Economic and Financial Market Outlook

Released on Monday, August 3, 2020•MARKETS

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Jim Paulson will comment on the unique response from the stock market, investors, and policy officials to the virus crisis where he will illustrate that this is because it is the only "Recession by Proclamation" in U.S. history. Now, the US is beginning its first ever Recovery by Proclamation. Dr. Paulsen will also focus on why the combination of widespread fear and under-ownership of risk assets and massive policy stimulus is a powerful force for a continuation of this new bull market. Finally, he will discuss what specific asset classes, investment factors, and sectors probably make the most sense right now for inclusion in investor portfolios.

James Paulsen

The Leuthold Group, LLC, Chief Investment Strategist

Dr. Jim Paulsen is chief investment strategist of The Leuthold Group, LLC, and a co-portfolio manager. He authors market and economic commentary and contributes to the Leuthold investment team in serving institutional clients, financial advisors, and investment professionals. Dr. Paulsen continues to write his long-running newsletter, Paulsen's Perspective, published and distributed alongside the firm's flagship monthly research product, Perception for the Professional. Dr. Paulsen has been an investment industry professional since 1983, most recently as chief investment strategist at Wells Capital Management, where he worked for 20 years. Before that, Dr. Paulsen was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. He also served as president of SCI Capital Management in Cedar Rapids, Iowa. For more than 30 years, Dr. Paulsen has published commentary assessing economic and market trends. He is nationally recognized for his views on the economy and frequently appears on CNBC, Bloomberg TV, and Fox Business News. Business Week has named him a top economic forecaster, and Money Magazine called Dr. Paulsen's newsletter one of "101 Things Every Investor Should Know." He earned Bachelor and Doctoral degrees in economics from Iowa State University.