Unlike the financial crisis, this downturn’s unique feature is the wide variation in industry exposure to the virus — constraints on spending, occupational health risks, and geographical variation in the virus outbreak will continue to affect industries differently. Where are these losses most likely to be felt should a slower than expected recovery occur? And should investors be concerned about a potential fallout from the non-bank lending sector flowing into listed markets?  View Paul’s presentation slides here View Greg’s presentation slides here Speakers: Paul Nicholson, director for global fixed income, QIC Gregory Peters, managing director and head of multi-sector and strategy, PGIM Fixed Income Moderator: Alex Proimos, head of institutional content, Conexus Financial[vc_empty_space height=”10px”]

Further reading

Episode: All the Credit with Nathan and Robert Greg Peters Webinar- April 2020 History doesn’t repeat itself Income is the new defence Navigating the new world red paper Wealth inequality—Seeking ways to lift more boats[vc_empty_space height=”10px”]

Poll results

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