Recession 2020: how deep and how long? | Virtual Masterclass

The speed and depth of the fall off in economic activity has been unprecedented. But what sort of recovery should investors be thinking about, when is it likely to happen, and what does it mean for portfolios? Our experts give their answers on the short- and longer-term implications for markets: from asset allocation to unemployment levels and what pressures it could bring to bear on the Eurozone. Taking part are:

  • Joseph Little, Global Chief Strategist, HSBC Global Asset Management
  • William Davies, Chief Investment Officer, Columbia Threadneedle Investments
  • Dr. Peter F Westaway, Chief Economist, Head of Investment Strategy Group, Europe, Vanguard Asset Management

Learning outcomes:

  1. How Covid-19 and the policy response has created a unique set of circumstances for investors
  2. What investors can, and can't, extrapolate from China's experience of the virus
  3. Why diversification remains central to portfolio construction in uncertain times

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  • 38 mins 12 secs