The world after COVID-19
COVID-19 is an unprecedented public health emergency which has profound socioeconomic implications. The strain it has placed on global healthcare security professionals, their infrastructure and the economies and social fabric of countries has been severe.
As part of our weekly AFTERMATH video series led by Kim Catechis, Head of Investment Strategy, members of the Martin Currie investment team discuss the far-reaching impacts of COVID-19 on the economy, the equity market, society, politics, the environment and our portfolios.
For investors, what really matters is that your geography is going to matter and your geography could end up limiting your opportunity set.
Aftermath - China vs West
29 Sep 2020
COVID-19 could have acted as a catalyst for greater cooperation across competing powers, all facing the common enemy. Unfortunately, it hasn’t been. Is a de-escalation in US-China tensions possible? Where does the UK and EU fit?