After a momentous week in financial markets, Daniel Morris, Senior Investment Strategist, and Guy Davies, Chief Investment Officer for active equity strategies, discuss the situation as markets open in Europe on Monday 16th March 2020. In particular, they focus on the impact of the Coronavirus on equity markets, what the recent correction means for investors and how our investment teams are positioning portfolios.
This is the first in a series of podcasts with senior investment professionals at BNP Paribas Asset Management.
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Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients.