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While the full impact of COVID-19 on the global economy is still unknowable, we are gaining perspective on its economic impact, and thus its investment implications. Captured below are perspectives from each of our investment teams.
We are stress-testing companies using a common set of reference points. - Global Equity Team
Global Equity
Projected U.S. gross domestic product ((GDP)) ranges widely in the second quarter, but has the potential to be the largest downdraft since data has been recorded.
In this environment, our portfolios have been assisted by our high-quality bias, which is quantified using