We continue to monitor this situation closely. This is clearly very serious and, in many ways, it is unprecedented, but it has also generated an extraordinary global response both from a fiscal and a science / research perspective.

However, our current position remains that much of this is relatively short-term creating current disruptions to normal business operations. As we have recently seen in China, many businesses, both in manufacturing and services, have now resumed operations with some publicly announcing that they will be fully operational before the end of April. The faster the infection curve can be flattened; the faster normal life can resume. Almost everyone, everywhere, now properly understands this.

Click here to read our Recent Market Volatility and COVID-19 – Situation – Analysis and Observations.