Investing in Equities During the COVID-19 Turmoil
The current, unprecedented macro shock prompted a marked deterioration in both market sentiment and the valuation of growth assets. However, we are now seeing increasing signs of a stabilisation and while market sentiment remains fragile, valuations have partially retraced from their lows.
In this webinar, Alexei Jourovski, Head of Equities, Gaël Combes, Head of Fundamental Research, and Alexandre Marquis, Head of Client Portfolio Management, discuss what differentiates the current crisis from previous market shocks and assess what has and hasn’t worked in our risk-managed equity investment process. They also outline expectations over the short and medium term, in particular for low volatility and value, and consider how investors should be positioned for the challenging years ahead.
Watch the webinar