Fund updates
Richard Woolnough and Stefan Isaacs
09/04/2020
As I wrote in my recent blog on Bond Vigilantes, we are in a very remarkable situation because of the coronavirus pandemic. It is what I call “a stay at home recession”, with the immediate effect of social distancing for understandable public health reasons, which will collapse GDP (a freeze in consumer demand, high jobless rates, general slowdown in economy activity) like never before.
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