With the global economy collapsing into a recession due to the impact of COVID-19, and the continual rise in viral infections suggesting the global economy will continue to struggle, economist Bob Cunneen will share some of the more encouraging signals and measures over recent months that suggest a potential recovery is on the horizon.
Bob will canvass the recent global economic indicators and the signposts to watch for a recovery or a relapse.
Portfolio Manager John Woods will then share where MLC is seeing a disconnect between economic markers and asset class prices. And, in an increasingly complex and changing global economy, John will consider the role of managed accounts in actively managing client exposures.
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