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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