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Global Value and Income Dispatch

Q1 review: In the midst of chaos, there is also opportunity

07 Apr 2020
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  • Given the opportunities from the market decline we are now more fully invested in equities
  • Forced selling of high quality corporate debt created a unique intra-quarter opportunity
  • We remain cautious with respect to the opportunity set in lower-rated credit
     

Disclaimer

The views expressed are those of the portfolio manager as of April 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of  future events, a guarantee of future results, or investment advice.
 

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