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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