Valuations Matter in a Black Swan Event – Global Outlook and Strategy Q2 2020

  • Valuations matter and are only back to fair value in our view
  • This will be a long workout
  • Attractive stressed opportunities will present themselves
  • There is little transparency of future earnings
  • Remain diversified, patient and liquid

Continue reading: Valuations Matter in a Black Swan Event

Watch: Michael Ogg and Grant Patterson discussing the latest outlook in this video.

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