January 2020 was a month of two halves: on the one hand, investment sentiment and global economic outlook were largely buoyant by the confirmation of the US and China phase one trade deal in the first half of the month. On the other, this benign environment faces new challenges with the outbreak of coronavirus and other upcoming events. Join us for this timely update where Paul Hsiao, Global Economist, Sunny Ng, CFA, Global Multi-Asset Portfolio Manager, and Mary Nicola, Global Multi-Asset Portfolio Manager explore:
- Latest impacts of coronavirus, policy responses, and upcoming elections to the remainder of 2020
- How to decipher late cycle imbalances in the economy
- How investors can position themselves for this marathon, whilst staying invested to capture growth opportunities
- Current position in the business cycle and selective opportunities across global multi asset classes