Global Income and Value Dispatch

Q2 review: the global income challenge

  • Giorgio Caputo
  • Robert Hordon
  • Adam Gittes
22 Jul 2020
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View PDF   Download PDF  
  • Growth shares finished Q2 up for the year, while value languished with near 20% declines. There are signs that this may be changing, particularly for companies that participate in the de-carbonization supply chain.
  • Credit markets remain bifurcated between Covid-19 winners and victims


The views expressed are those of the portfolio manager as of July 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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