- Don’t panic: market overreactions may turn into opportunities for long term investors
Don’t panic: market overreactions may turn into opportunities for long term investors
Tuesday 10 March 2020
Research / Market
The epidemiological characteristics of this pandemic (low mortality rate, probably much less than the 2% reported for the whole population and in any case less than 0.5% for the labour force) suggest that the impact of the epidemic should prove “short-lived” (first half of the year). An epidemic of this nature affects neither demography nor physical capital, provided that the policy mix is adequately calibrated, with a full mobilisation of fiscal tools.
Cross Asset Investment Strategy - June 2020
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