Investment Insights
20.2.2020

Monthly Investment Outlook - Feb 2020

In this month's investment outlook, we take a look at:

  • The global impact of covid-19 on growth should travel restrictions and supply chain disruptions continue.
  • Efforts by policy makers around the world to cushion the market meltdown.
  • Whether the Covid-19 outbreak will recede, or it will morph into a pandemic and its effect on the markets at large.
  • The essence of our investment philosophy to deliver stable risk adjusted returns over the full business cycle.

 

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