Following the March sell-off, markets rebounded strongly in April, despite dismal economic data, as large fiscal and monetary stimulus helped lift sentiment
The quickest, sharpest decline in history has been followed by the quickest, sharpest rebound, so the question now is: Where do we go from here? In this paper we take a look back at the history books and call on some veterans of the industry to help understand what the road to recovery might look like.
Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.
Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.