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Picton Mahoney: Q2 2020 Investment Review and Outlook

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Picton Mahoney's second quarter outlook takes a closer look at sources of upside and opportunities created during the deleveraging process. The note -- called "The GFC Playbook for the War of COVID-19" -- highlights the unprecedented measures authorities are taking to help people, businesses and markets survive the fastest recession in history. Picton Mahoney says market pullbacks can be used to boost risk exposures - especially if a credible plan emerges to restart the global economy in safe and effective manner.

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