As the new investment environment continues to test markets, CIO Sean Fenton and Portfolio Manager James Delaney explore where the opportunities remain for investors as the world comes out of lockdown. They dive into recent changes to the market dynamic and the economy to provide colour on earnings forecasts and valuations and provide an update on Sage Capital's recent performance and portfolio positioning of both the market neutral and active extension strategies.
Watch the webinar recording (53.17 mins):
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