Macro Update: The “road out” of COVID-19

About the author:

Andrew Tang
Author name:
By Andrew Tang
Job title:
Analyst - Equity Strategy
Date posted:
20 April 2020, 12:20 PM
Sectors Covered:
Equity Strategy and Quant

What might the "road out" of the COVID-19 crisis look like and how should investors position their portfolios?

“While clearly the market is getting a little bit excited... in our view it’s going to be more drawn out. The US earnings season might be a bit of a reality check.”

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