As the new investment environment continues to test markets, Sean and James will explore where the opportunities remain for investors as the world comes out of lockdown. They will dive into recent changes to the market dynamic and the economy to provide colour on earnings forecasts and valuations. This briefing will also provide an update on Sage Capital's recent performance and portfolio positioning of both the market neutral and active extension strategies.
Date: Thursday, 16 July 2020
Time: 12.30 pm - 1.15 pm (Sydney/Melbourne time)
Sean Fenton, CIO, Sage Capital
James Delaney, Portfolio Manager, Sage Capital
Byron Slessar, Distribution Director, Channel Capital
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