Market Matters from New York Life Investments

Trending: The K-shaped portfolio (September 14, 2020)

September 15, 2020 Lauren Goodwin Season 1 Episode 38
Market Matters from New York Life Investments
Trending: The K-shaped portfolio (September 14, 2020)
Chapters
Market Matters from New York Life Investments
Trending: The K-shaped portfolio (September 14, 2020)
Sep 15, 2020 Season 1 Episode 38
Lauren Goodwin

In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio. 


Show Notes

In the midst of the pandemic, investors debated the shape of the economic recovery (V, L, U, W etc.) – an alphabet soup of options. We argued that the recovery would likely be K-shaped and proposed a blend of investments to capitalize on an environment where some companies thrive, and other companies struggle to survive. In this episode, special guest, Amit Soni, Portfolio Manager, joins the program to discuss his K-shaped portfolio.