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The spread of COVID-19 is already worst-case. Impacts once dismissed as fake news have become a fact of life. However, now is not the time to panic out of equity portfolios. Investors should focus on the likely evolution of the situation over the next 18 months.
Best consumed alongside an optimistic interview with Toscafund’s Dr Savvas Savouri, our very own Chief Strategist Alistair George takes a calm data-driven look at the emerging future in his latest Global Perspective.
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