This edition of the Canso Market Observer covers:

  • Lessons learned in 2020
  • The financial rally
  • Opportunities to be had
Canso Market Observer - July 2020

Summary:

COVID-19 has exposed both risks and opportunities in the financial markets.

  • Prior to the crisis the reach for yield was in full bloom.
  • The shock allowed those with capital to invest to find great value.
  • The risks from COVID remain present, especially in the United States.
  • Speculation in the equity markets rising with retail investors.
  • Alpha opportunities abound.

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