The COVID-19 crisis created an unprecedented dislocation in asset prices across the board: fixed income, credit, equities, private assets, and commodities. While the monetary and fiscal response stimulated some liquid asset prices to recover fully, not all recoveries have been equal, and some continue to lag. This panel discussion will put a spotlight on those assets where recovery has lagged and now offer good investment opportunities.
Presenters
Kunjal Shah
Chief Investment Officer, Lyxor Asset Management
Jane Segal, CFA
Portfolio Manager, External Managers, Healthcare of Ontario Pension Plan (HOOPP)
Danilo Simonelli, CFA
Managing Director, External Managers, Ontario Teachers' Pension Plan (OTPP)
Jean-François Tormo, CAIA
Senior Portfolio Manager, Head of Global Portfolio Solutions – U.S., Lyxor Asset Management