Our wide ranging conversation with Som Seif, CEO, Purpose Investments and Greg Taylor, CIO, Purpose Investments. We begin by revisiting those intense moments in the days leading to the March 2020 bottom following this year’s COVID-19 lockdown. Seif and Taylor open up about what they were thinking, and what their frame of mind was, in what was a critical time for all. Taylor shares his view that ‘passive’ investors running for the exits put outsized pressure on the entire market structure. We talk about some of the behaviours and events that shaped markets during the summer, what’s concerning, and what’s looking both bearish and bullish for the period ahead.
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