Trending: The K-shaped portfolio (September 14, 2020)

In the midst of the pandemic, investors debated the shape of the
economic recovery (V, L, U, W etc.) – an alphabet soup of
options. We argued that the recovery would likely be K-shaped and
proposed a blend of investments to capitalize on an environment
where some companies thrive, and other companies struggle to
survive. In this episode, special guest, Amit Soni, Portfolio
Manager, joins the program to discuss his K-shaped
portfolio.