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

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