Disclaimer
The views expressed are those of the portfolio manager as of April 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
Why worried investors shouldn’t be like Alice in Wonderland
Falling knives, iron gloves and The Shawshank Redemption: thoughts on the coronavirus from the JOHCM Multi-Asset Value team.
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