Global Conference 2020

Common Sense in Uncommon Times

With markets inherently predicting the future and not the present, the perceived disconnect of markets and the current economy has been top of mind. This session will untangle the current market dislocation and opportunities in an economy driven by a public health crisis. Are markets correctly anticipating future earnings, or are they underestimating the economic fallout? And what does lower interest rates for longer mean for credit markets, price discovery, and the economic outlook at large?