Insights
Equity Market Commentary - April 2020
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Takeaways & Key Expectations
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April 23, 2020
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Equity Market Commentary - April 2020 |
The Applied Equity Advisors team, led by Andrew Slimmon, is an unconstrained, flexible global manager seeking to drive excess returns with at-market risk, regardless of style or regional market. Therefore, the team will opportunistically invest in value when the time is right. Exiting recessions has historically proven to be an optimal time to increase value exposure. In the case of our recent pandemic-induced recession, that means easing up on “stay at home” stocks such as consumer staples and utilities and increasing “reopening the economy” stocks such as restaurants, banks and housing, while still betting on growth to continue over the longer term. In April 2020's commentary, Andrew Slimmon looks at the equity markets in the context of the coronavirus and the “reopening” of America.
Click on the PDF to read the full commentary.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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