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

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

Join the discussion