Schroder GAIA Sirios US Equity Long Short - making sense of stock markets
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Despite widespread damage to corporate earnings and economic activity, US equity markets have bounced back strongly over the past month on optimism that we are past the worst of the pandemic. But is this momentum likely to continue or are we set for a bumpy ride over the long-term?
Join John Brennan, Managing Director and Co-founder of Sirios Capital Management and Portfolio Manager of Schroder GAIA Sirios US Equity, the fundamental US equity long-short fund, and Matt Kelley, Director of Research, Sirios Capital Management, where they will be tackling this question, the impact on their portfolio, outlook and opportunities.
You will also be able to pose your questions to John and Matt.