The world of global equities has changed quite dramatically in the past few weeks as markets correct from record highs and investors weigh the potential buying opportunities. We held a webinar in which Andrew Macken and Christopher Demasi shared insight into the way the Montaka team is dealing with the risks posed by the novel COVID-19 virus and how they are positioning the portfolio today and for the future.
While an amazing buying opportunity will present itself, we continue to be concerned about the ability of big economies such as the US, UK and Europe to cope with potentially crippling effects on their health systems, and the damaging knock-on effects to these economies and financial markets that we are already seeing.
If you missed the session, or would like to review the content again, please watch the recording.
