Frances Donald, Managing Director, Global Chief Economist, and Global Head of Macroeconomic Strategy explains why she believes the pandemic will play out in three stages and will accelerate macrotrends already at work.
The market turbulence brought on by the Covid-19 pandemic has been difficult emotionally for many investors as they take stock of the transition into recession territory on their portfolios. Investors have questions and there are some valuable things to understand if you find yourself uneasy about your investments.
Equity markets around the world are falling as investors react to the increased economic risk posed by the spread of the Coronavirus, or COVID-19.
There is much discussion about portfolio positioning and considerations for late cycle investing. Many of us would love a crystal ball, but alas, we don’t have one. We are left to carefully weigh facts to help us make educated decisions and calculated risks with the information available to us.