Actionable Investment Opportunities in Distressed Markets

Recent market volatility has created broad based opportunities not seen since the aftermath of the Global Financial Crisis. For investors and families looking to deploy capital in these distressed markets, there are many questions around which opportunities might offer the greatest reward, which are smart bets and which should be avoided all together.

On May 1st, we hosted a panel discussion featuring Scott Solomon, VP – Associate Portfolio Manager at T. Rowe Price,  Jeremy Knox, Senior Investment Director at Schroder Adveq, John Lueken and Jesse Kimball, Founder of Windswept Royalties, LLC.  These featured panelists represented the investment sectors that have been hit hardest by COVID-19 and in the webinar, discussed the most common questions they are currently being faced with, specific areas where valuations have been unfairly punished, where price arbitrage opportunities exist and the economic indicators that are most telling.

In this webinar we discussed:

1) State of the respective markets
2) Where and when investment opportunities could present themselves
3) Actionable investment ideas for families and investors looking to deploy capital

Some Highlights From The Webinar

In the sectors of Public Equities, Global Fixed Income, Private Equity and Oil & Gas, our panelists revealed where and when investment opportunities could present themselves. Here are the four key takeaways:

1. 40% of companies in the Russell 2000 lose money – this creates a sensible short play

2. New round of TALF funding will create opportunities in the Asset-Backed Securities market

3. Healthcare private equity remains well positioned in a post-COVID world

4. Integrated energy companies that are supermajors in the space will go into acquisition mode, accumulating independent operators and interesting assets