crisis

COVID-19 will have a very significant impact on economies, markets and people’s lives. Unfortunately, this is our starting point. While the virus will have a very...

In our 2020 Outlook Series, Simon Mawhinney of Allan Gray called it correctly with this idiom: “It’s the bus you don’t see that hits you”. While this is an apt...

Without trying to sound like an expert the issue at hand for most economies is not so much the sickness and deaths associated with the virus itself, it is the...

In the face of the most serious global health crisis in more than a century, fiscal and monetary policymakers around the world will very likely have to pull out all...

Coronavirus concerns have swept through financial markets. Globally, stocks have endured some of their worst performances since the days of the financial crisis. For...

It was February 4th, 1994, and I was on a plane to LA from Sydney. I was treating myself to 4-week holiday skiing in Aspen and then on to New York; 1993 had been a...