The Latest on the Coronavirus
Over the last week or two, the implications of the coronavirus outbreak, both in human and in economic terms, have deteriorated badly – from ‘just’ horrific to outright catastrophic. We share with you (i) how we interpret the intelligence that we have been provided with and (ii) how investors should position themselves going forward.
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Over the last week or two, the implications of the coronavirus outbreak, both in human and in economic terms, have deteriorated badly – from ‘just’ horrific to outright catastrophic. We share with you (i) how we interpret the intelligence that we have been provided with and (ii) how investors should position themselves going forward.