marketrecovery
Paul Gruenwald, S&P Global Ratings’ global chief economist, believes that sectoral GDP is a must-watch data point for 2021 and beyond as the COVID-19 recovery unfolds. Q3 2020 hedge fund letters, conferences and more While his full analysis is below, his main takeaways are fourfold: 1. The unprecedented and uneven sectoral effects of the COVID-19 health shock and the likely structural changes over the coming years.2. The sectoral story also includes labor market outcomes as workers must reskill and relocate.3. Shifting credit outcomes, as changing sectoral fortunes mean shifts in profitability...
ValueWalk
Happy New Year! It was an unusually uneventful final week of 2020. The Broad Market Index was up 1.43% last week and only 31% of stocks out-performed the index. In short, very low volatility with only two companies reporting financial statements. It was an equally frustrating month of December as day-after-day of unusually low volatility made it difficult to execute trades at depressed share prices. Q3 2020 hedge fund letters, conferences and more If you still had a long list of pending trades at the end of 2020 and were faced with the decision to pay-up or cancel. Then it is useful to observe...
ValueWalk
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