A series of individual reviews for each active MRP theme, specifically addressing the effects of COVID-19 on each of MRP’s current and recently suspended themes, as well as the broader macroeconomic outlook.
The Global COVID-19 pandemic continues. Back in March, amid the most devastating days of this ongoing crisis, MRP noted that the viral outbreak was certianly the most dramatic black swan event since 9/11. However, we also made sure to let our clients know that we were sticking to our guns and re-iterating almost all of our active themes.
As we look back on that call four months later, we can say that measured course of action was the correct response to a panicked decline of equity and commodity prices that eventually swung the S&P 500 into a short-lived bear market.
Amidst the many cross currents, an update on MRP’s current list of themes is in order...
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