RGA Investment Advisor commentary for the second quarter ended July 2020, titled, "The Tale of Two Markets."
Q2 2020 hedge fund letters, conferences and more
In our Q1 2019 commentary we expressed how “COVID-19 will kick off one of the most profound reshaping of our world any of us will see in our lifetime,” accompanied by our road map for the large changes and constants we expect to play out. The oft-stated phrase that “markets are a discounting mechanism” and as such price adjusts to incorporate future expectations certainly applies, though we never imagined prices moving this far, this fast in measuring and valuing the impact of COVID-19. In fact, we strongly felt that “for opportunity, you must be...
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