Market Update & Outlook webinar
original broadcast: Wednesday, september 23, 2020 @ 4:15 pm et
presenters: ls opportunity fund (lsofx) portfolio management
During our most recent webinar, Long Short Advisors CEO, Matt West, interviewed LS Opportunity Fund Portfolio Manager John Gillespie on a wide range of topics of interest to investors including:
- Macro thoughts on the U.S. Fed's asset purchase programs and promise to keep interest rates low until 2023, and the portfolio implications of a post-COVID recovery scenario. Why we think value sectors are poised to perform in this environment.
- John's deep expertise on the insurance sector and why now is such a great time to invest in insurance stocks and related companies given attractive valuations and fundamentals. We have also identified lower quality short-sale opportunities that can provide a portfolio hedge and alpha generation.
- Outlook on bank stocks in a low interest rate world and why we believe high quality financials can reduce dependence on net interest margin while reducing deposit acquisition costs.
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