Global Value and Income Dispatch

Falling knives, iron gloves and The Shawshank Redemption: thoughts on the coronavirus from the JOHCM Multi-Asset Value team. 

  • Giorgio Caputo
  • Robert Hordon
  • Adam Gittes
05 Mar 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • The shocks from Covid-19 have rippled across a broad swathe of industries and could materially dent global economic growth. 
  • The travel industry has been hard hit; while caution is certainly warranted here, we have found some high-quality platform businesses in and around the industry's supply chain. 
  • If the virus spreads broadly, travel may begin to normalise more quickly than people expect. 


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