July 13, 2020

We are pleased to provide the Q2 edition of our Four Quadrants report, updating our previous mid-May analysis of the public and private markets.

As we saw half way through the quarter, following the initial shock observed to markets predominantly towards the end of Q1, there is much greater stability now as markets price in an improved understanding of the nature and extent of the threat already endured and still to be faced.

See links below to our very latest insights into the public and private debt and equity markets, where we discuss our thoughts on what has occurred and our outlooks for the future.

PUBLIC DEBT

PRIVATE DEBT

Public Equity

Private equitY