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The Latest on the Coronavirus

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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, and I thought an update would be useful. I will 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, and I thought an update would be useful. I will 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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