The global coronavirus pandemic has slowed economic growth at a rate never seen before. The slowdown has affected companies in different ways. Some industries have seen their markets accelerate while others have seen revenues fall to near zero. Size, scale and balance sheet strength now matter more than ever. In this webinar, Crestwood Advisors’ Equity Analysts Julie Praline and Sarah Kanwal discuss companies’ observations from first quarter reports – a quarter unlike any other. They discuss impaired industries, emerging themes and portfolio implications.
Crestwood’s Research team observations on Q1 2020
