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Crisis playbook – the fear of loss and regret

Approaching the challenges and potential opportunities of market volatility


Global equity markets entered 2020 in a state of Goldilocks – low interest rates and bottoming short cycle economic indicators. Markets were heavily focused on the Trump Administration’s election “put” and China’s focus on economic stability heading into 2021. Multiples drifted higher. Then the butterfly flapped its wings and we found ourselves with COVID19, the novel coronavirus.


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Part of the Mark Allen Group.