Abbey Capital Limited

Abbey Research - 4 Phases of corona virus (paper and 2-min video)

Markets have experienced extreme volatility in recent weeks. US equities suffered their fastest bear market in history, commodity prices have collapsed, the USD temporarily surged amid a shortage of US dollars and credit markets have experienced major dislocations. However, since late-March equities have rebounded, initially on aggressive policy measures from global policymakers, and subsequently, on hopes that we may be nearing an initial peak in the crisis.
Investors are now considering two key questions: what will drive markets in the near term and what will be the longer-term implications of the current crisis for asset allocation?

The four phases of the coronavirus crisis in markets

From a markets’ perspective, the coronavirus crisis has evolved in four distinct phases....

==> Please find the full article here

==> 2-Min Video: Week in Review - ACL Alternative Fund