A man named Rahm Emanuel once said: “Never let a serious crisis go to waste”. What does this quote mean for investor’s? True investment opportunities seldomly occurs when asset prices are at all time highs. The real buying opportunity comes when assets are “on sale”, as Warren Buffet loves to say. These “sales” occur when […]
Public health outbreaks and epidemics like the recent coronavirus can quickly scare investors and, eventually, affect economies and businesses. Coronavirus market sell-off If one couples a potential global pandemic with overvalued developed equity markets, there is only one obvious outcome – a sell off. Many market participants are calling for synchronised interest rate cuts from central banks […]
