Positioning for a recession webinar

May 2023

May 2023

Recessions are a natural, cleansing part of the cycle

In a run-of-the-mill recession, the fall in profits is recovered fairly quickly and the shortfall of earnings is not very meaningful.

A recession that occurs alongside a debt crisis is a different matter. These recessions are deep enough and long enough to drive a large number of companies into bankruptcy. Most recessions are not of that sort and we do not believe that this one will be.

Join Kathryn Hannon, John Mattimoe and Derek Heffernan as they discuss the prospect of a ‘Recession’ or a ‘recession’, consider how equities outside of the US remain at attractive valuations, allowing for buying opportunities, and what this all means for the positioning of our suite of funds in Ireland.


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