Sightline Conversations: COVID-19 Factors We Are Watching

There is much discussion around whether the recovery from the COVID-19 pandemic will be a V-shaped or U-shaped recovery. In their latest discussion, Sightline’s Paul de Sousa and Warren Gerow discuss why it’s likely not that simple and introduce a third letter to consider – a W-shaped recovery.

This means that we likely haven’t seen the worst of it and factors like unemployment numbers, the number of new COVID-19 cases and Q2 earnings will all dictate how low the market will go, likely retesting the lows of late March.

In their conversation, Gerow and de Sousa also explain that when thinking about the recovery – whatever shape it is – that the stock market and the economy are not one in the same and will recover at different paces.

You can listen to Gerow and de Sousa’s conversation here. We recommend you also take a moment to review these corresponding charts they reference for more detail.

As always, please contact us at (416) 945-6228 with any questions. You can also read our latest market commentary on the coronavirus here.





Important Information: 

Warren Gerow is an independent investment wealth consultant to Sightline Wealth Management.

Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.

Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.

Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.

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