Meet the Managers Virtual Roadshow
22 October 2020
The Great Reset?
Some events, like oil shocks, have clear and well-defined implications. Other events change the rules and force a rethink of everything. COVID-19 is a rule changing event.
For investors and companies, this is an existential event where capital may need to be redeployed and strategies recessed with some only working by accident the way the stopped clock sometimes tells the right time. This is where markets excel - discarding companies whose models no longer work and moving that capital to new companies whose business models show more promise.
Public policy quite rightly is focused on minimizing the damage, which is only a small distance from a policy of reducing change. Markets, in contrast, need to embrace change. Supporting business models that work, and starving those that do not, is how economies adapt to new circumstances. Make sure that your portfolios are positioned to avoid the failures and enjoy the success stories.
CHAPTER 3: The Great Reset and Shifting the Dial Through Meaningful Portfolio Tilts
Event location
Due to Covid-19 we are taking the Roadshow online so we can reach you all. There are 3 different eventsEvent date/time
When: Thurs 22nd Oct Time: 10.00am - 12.10pm 2 hours - worth 2 Structured CPDs.Event contact information
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