Focus on Life after Covid-19 (April 2020)

On Wednesday, April 23rd, Nicolas Chevalier, Partner, Director and Portfolio Manager of Pembroke, shared a framework for analyzing the pandemic’s evolution and its related impact on the economy as well as the issues around government debts and business involvement.

Learn more about the current and future environment, and various trends affected by the pandemic across different industries..

Key Takeaways

  1. We will be living in a part lock-in, part lock-out world until a virus is readily available;
  2. Pembroke is parsing between temporary changes versus those where the pandemic is accelerating long term secular changes across all sectors;
  3. Historically, Small Cap stocks outperform coming out of bear markets and recessions.

To learn more, please view the recording here: