Since breaking out in China at the end of 2019, the Covid-19 pandemic has infected more than 3 million people and caused over 200,000 deaths (Worldometers as of 29th April 2020).
To protect their citizens and combat the pandemic, governments have been obliged to enforce extreme and unprecedented social-distancing measures. These have put societies and economies on lockdown.
It is critical that, as asset managers, we understand the impact of the virus and the measures to curb its spread. Forward-looking investors need to follow and interpret news from the scientific community and from governments around the world.
We need to know where we are heading in terms of public health strategy and the socio-economic impact of Covid-19, and how fast we will get there. So we have devised five public health themes that we are using to track the virus, understand where we are heading and inform our decisions.
