Sticking to investment principles
The reporting on COVID-19 has caused panic and fear across global markets and economies. The topic is now a permanent fixture across all aspects of media.
From a financial perspective, there are two possible paths:
1. A recession across multiple countries driven by a partial shutdown of industry and the workforce; or
2. An economic recovery driven by a two-pronged fiscal and monetary stimulus from governments, coupled with a realisation that the vir...
13 November 2019Read More
Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike.
This time around it's not a debt crisis, although debt levels are extremely high, but geopolitical instability.
The ongoing US-China trade war and Brexit confusion in Europe have increased market uncertainty and volatility and put a spoke in the wheel of global growth. The Internatio...