The COVID-19 pandemic has wreaked havoc on global markets, initiated lasting repercussions for South Africa’s already-fragile economy and given us a glimpse of the long-term impact for global growth. In this compelling four-part webinar series, Marthinus van der Nest and industry leaders managing Amplify’s funds, unpack the key issues and opportunities presented by the “new normal” of post-coronavirus investing.
Who’s the fairest of them all?
Plunging corporate earnings and an unprecedented surge in global debt, because of the coronavirus-related stall
in activity, will weigh heavily on a rebound in global economic growth. Across major economies, governments face slumping tax revenues and soaring stimulus costs. South Africa is not immune with an already fragile economy and low growth prospects. As such, which world economies will fully reopen soonest and what will be the long-term impact of the great lockdown recession? Have risk assets in certain regions run ahead of their underlying macroeconomic narrative? Brian Thomas, portfolio manager for the Amplify SCI* Balanced Fund,unpacks the investment opportunities between developed and emerging markets.
*Sanlam Collective Investments