Is it time to re-enter the world stock market? Today we address the question on everyone's mind.
Topics on the agenda include a summary of the current issues facing worldwide economies and markets, Coronavirus just being the pin popping the bubble, China's recovery, dealing with Coronavirus: the hammer and the dance, if it's time to take the plunge back in, government and federal stimulus, pent up demand: winners vs losers, and how to invest back into markets from here
Join Nucleus Wealth's Head of Investments, Chief Strategist David Llewellyn-Smith and Head of Operations Tim Fuller as they investigate
Listen in podcast form here (links are featured at the bottom right of the player if you wish to listen on your preferred platform). If you enjoy, consider subscribing on YouTube or your preferred podcast platform to ensure you don't miss future episodes
Historically, major outbreaks of disease have often proved to be a precursor for the rise of new powers: for example, the Plague of Justinian in the 6th century precipitated the early Muslim conquests and the eventual rise of the Umayyad Empire. In a similar vein, I wonder if this pandemic situation might precipitate a shift of the economic centre of gravity of the world, from the northern, colder climes -North America, Europe, East Asia- to the major countries closer to the equator, such as India, Mexico, and parts of Africa, where the spread COVID-19 virus seems to be more constrained.