Which assets win from the Covid recession?

Massive disparity has become the theme of the COVID-19 (“K”) recession, diluting the traditional link between asset prices and the real economy. Recessions usually add to inequality, but the pandemic is interacting with powerful secular forces to create an unprecedented divide. Central banks will adjust their mandates but this will be ineffective without unwavering fiscal support.

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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