Portfolio Construction Newsletter April 2020
Beware The Ides of March
Much like the soothsayer in William Shakespeare’s Julius Caesar, governments warned individuals in the middle of March to stay home. As part of their April commentary, Alfred Lam, Senior Vice-President and Chief Investment Officer and Marchello Holditch, Vice-President and Portfolio Manager, CI Multi-Asset Management, take a look at the impact social distancing practices have had on economic activity and what this could mean for central banks and financial markets moving forward.
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