December 11, 2020 ALP Administrator

CIO Commentary – Third Quarter 2020

As we approach the end of 2020 and recap the turbulent ride we have all been on over the last 9 months, I can say that in my 33 years of professionally investing in the capital markets, I have never faced a set of issues as  complex as those we have witnessed of late. We have encountered numerous “black swan”-styled events and even though most of the major equity markets are pushing through to new highs having fully recovered from their March lows, the economic damage of the Covid-19/lockdowns, the transformative impact that it has accelerated and the resultant policy responses will continue to be felt for an extended period of time. Read More.