Continuing our fortnightly series reviewing the markets and hot investing topics, delivered by ex-Hedge Fund Managers, now working at Upside - we feature William Potts, Founder and CEO and Mark Schilling, Head of Talent and Client Acquisition at Upside Technologies discussing the re-opening of economies post the Covid-19 lockdowns.
As countries in the West and Asia start to reopen, how should investors start thinking about the pandemic outperformers, the stay-at-home stocks? Should investors look at how U.S. equities performed to rebalance their European stocks? And what will happen in the travel and tourism sector as the reopening continues?
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Disclaimer: All views expressed represent the views of the authors and do not represent the opinions of Upside Technologies. Assumptions made in the analysis are not reflective of the position of any entity other than the authors and is not intended to be investment advice and should not be relied upon by users in making (or refraining from making) any specific investment, purchase, sale or other decisions.
