The Long and Short of investing during the Coronavirus pandemic, with John Deniz | Nucleus Investment Insights
What's our view of Long and Short investing during the Coronavirus Pandemic? In today's webinar Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn-Smith, Head of Operations Tim Fuller and Chief Investment Officer of Paragon Funds, John Deniz, address this question.
*Apologies for John's low audio levels. We've amplified him in the podcast version of the episode if you prefer to listen there.
Topics on the agenda include a macro look at the economy, gold value and price predictions, what John is seeing on the ground with companies he covers, companies to buy and short going forward, what it will take for us to re-enter the market, and as always our investment wrap-up.
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.