Hyperion Asset Management’s MD and CIO, Mark Arnold, and Deputy CIO, Jason Orthman, recently addressed advisers in a webinar. The accompanying slides can be found here. This webinar discusses the mega trends that will drive equities in a post COVID world.
- What are the expectations for economic growth post COVID-19 and beyond?
- Debt and what impacts will it have on equities?
- Interest rates lower for longer – who benefits from declining monetary policy?
- COVID19 has brought forward disruptive change, what technologies will be the winners?
- What companies will be the biggest to benefit in a post COVID19 world?
You can download the accompanying slides here.
You can download a written transcript of the webinar here.
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