Positioning portfolios in context of the Corona Virus (1) Positioning portfolios in context of the Corona Virus (1)
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February 2020

Positioning portfolios in context of the Corona Virus (1)

The Corona Virus has given the markets a scare with the benchmark indices ending ~7% lower last week.   The large number of cases in Italy has understandably made participants nervous whether this is another normal correction or the start of something deeper and bigger.   

I am writing to share with you our perspectives.

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