Session recording and slides

Paul Nicholson, Gregory Peters: The credit cycle, loss provision and the pandemic: Are the challenges unprecedented?

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