The Economy & Your Investments

Our monthly 'The Economy & your Investments' webinar series with George Lagarias and David Baker.

During these sessions, our Chief Investment Officer and Chief Economist will discuss the landscape for investors along with the wider economic outlook in 2020.

Month

Topic

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Aug 

In August we look at how the rebound in equity markets from the lows in March have not been matched by a rebound in economic activity of equal magnitude since the relaxation of lockdown restrictions

 

July

As countries ease their lock-down restrictions, and those sections of the economy most affected look to accelerate activities, the key question for markets is how quickly economic activity might return to pre-pandemic levels. With a detailed look at China and the USA.

May

In May we discussed the economic cost of Covid-19 and the theory that the magnitude of the downturn will be large by historic standards as countries deal with debts incurred as a result of virus management.

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