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