MERISTEM INSIGHTS
No doubt, these are unusual times. Patrick and David from our Investment Team take a few minutes to provide an update on what Meristem views as the big three crises: a health crisis, a liquidity crisis and an economic crisis. In this conversation, they share institutional research focused on important future trends and they discuss how Meristem’s Investment Committee thinking has evolved through the pandemic. The key points:

  • Health Crisis: Modeling the path of the virus is imperfect and the eventual path will likely differ from initial projections. As we have seen in Asia, if containment measures are effective, predicted outcomes from just several weeks ago may be too dire.  
  • Liquidity Crisis: The speed and breadth of the supportive Fed programs seem to have managed the liquidity shock in March. Pay close attention, however, as the next phase may evolve into an issue of solvency.
  • Economic Crisis: The employment data will be telling in the next several weeks. Looking at underlying trends helps us understand affected industries and where government stimulus may help create a “U” shaped recovery later this year.

We hope you enjoy the video. Please be safe and healthy and reach out if we can be of any help.
 
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The information and opinions presented in this communication are subject to change without notice, are provided for background purposes only and do not purport to be full or complete. No representation is made concerning actual future performance of investments, markets or the economy. Information obtained from outside sources is considered reliable but is not verified. Before investing, please carefully consider whether an investment is suitable for you. Past performance is not necessarily a guide to future performance and there can be no assurance that an investment’s objective will be met. Please refer to the offering document for further details of the financial commitments and risks involved in connection with investment. 

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