COVID-19: Economic Impact and Sector Updates

March 31, 2020

COVID-19: ECONOMIC IMPACT & SECTOR UPDATE

 

These views reflect our current thinking of the macroeconomic impacts of COVID-19, which call for a sharp downturn through Q3 of this year before improvements towards the end of the year into 2021. If the macroeconomy experiences a different type of recession and recovery, the timing of these short and long-term effects may differ from our current outlook but should eventually play out in the market.

 

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