What might the world look like a year from now?

Coronavirus has officially been classified as a pandemic. Many cities around the world are in lock down. We look the disruption it's caused to financial markets and the global economy and look ahead to what the world might look like in 12 months with Alex Tedder, Global Head of Equities.

 

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RUNNING ORDER:

PART 1

02:05 What do we mean by investing in disruption?

02:47 What’s the picture in the markets?

03:49 Which sectors are showing signs of stress?

05:36 What can management and the government do to calm things down?

PART 2

09:57 What might governments think about doing?

10:22 Are we heading for recession or depression?

11:25 Is it comparable to the financial crisis?

13:00 In 12 months, what might the world look like?

19:10 How close are we to the bottom of the market?

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