SMLL - Short And Sharp: The Weeks When Decades Happened

By Seema Shah, Chief Strategist, Principal Global Investors

Although the second quarter of 2020 will mark the worst quarter for the United States and global growth since World War II, market uncertainty and peak fear have passed and, dare I say it, potentially the equity market trough too. With new coronavirus cases peaking, although not yet declining, countries are eager to lift national lockdown measures sooner rather than later, judging the economic pain wreaked by COVID-19 containment measures to be worse than the infection itself.

Market dynamics have been brutal. While the scale of the

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