Macro Update: The “road out” of COVID-19 About the author: Author name: By Andrew Tang Job title: Analyst - Equity Strategy Date posted: 20 April 2020, 12:20 PM Sectors Covered: Equity Strategy and Quant What might the "road out" of the COVID-19 crisis look like and how should investors position their portfolios? “While clearly the market is getting a little bit excited... in our view it’s going to be more drawn out. The US earnings season might be a bit of a reality check.” Listen to the Podcast More analysis on the effects of COVID-19 The Outlook for the US economy for the year ahead Job Keeper Allowance Why the Fed can make $US 4 trillion dollars of commercial payments Can the Government spend its way out of trouble? The Current Collapse Revenge of the machines Why COVID-19 isn't a GFC Defending the economy against a pandemic The storm will pass and opportunities will rise More information For more research listen to our full 'Sector Updates' playlist on Soundcloud. Alternatively, contact your Morgans adviser or nearest Morgans branch. Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents ("Morgans") do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.