In our first post of the “Insurers and COVID-19” series, we analyzes the public equity portfolios of P&C insurers during this turbulent time.
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This quarter has not been an easy one for most investors.
The question is not whether there will be a recession, but how deep and how long. Discover whether investors look set to be relieved or disappointed.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well