K2's Rob Christian Says Most Managers Weren't Positioned for Covid-19

The video discusses the impact of the coronavirus pandemic on markets, highlighting the dislocations and liquidity issues faced in March. It explores the role of central banks in providing liquidity and the challenges faced by hedge funds due to increased volatility. The discussion includes the retooling of hedge fund strategies and the bifurcation of time frames. The video concludes with an outlook on capital flows and market conditions over the next 9-12 months.

What challenges did hedge funds face in March, and how did they adjust their strategies?

How do economic uncertainties contribute to the current volatility in the markets?

What are the implications of the rotation of capital expected in the next 9 to 12 months?