How a Goldman Sachs Manager Is Preparing For a Post-Covid World
- Back-to-work plays, including childcare, catering may benefit
- Stock dispersion poses opportunities for active managers: Koch
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Chaos has ruled markets for months. With a pandemic pummeling the economy, and everyone from central banks to mom and pop investors trying to push asset prices back up, it’s a setting guaranteed to strain the insights of fund managers.
Consider a quantity called dispersion, or how varied individual stock returns are. Bashed around in earnings season, differences between winners and losers in the S&P 500 are right now almost twice the average of the last decade.