Recorded on March 13, 2020
In Episode 5, Bill Harris and Matt Manara discuss the incredible events in the global stock markets for the second week of March 2020.
Topics discussed include Avenue’s positioning in the equity portfolio and some of the opportunities that we were taking advantage of this week. Bill and Matt also discussed some of the signs of stress they are seeing in the high yield bond market and also how the illiquidity of certain Exchange Traded Funds (ETFs) exacerbated the volatility in stocks this week.
Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.
Matt Manara (MM) | Bill Harris (BH)