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Policy missteps could hurt markets more than the virus

The market response to the spread of the coronavirus has been acute. What are the implications for the global economy and financial markets? Fabiana Fedeli, Global Head of Robeco Fundamental Equities, and Dr Richard Purkiss, Portfolio Manager for Global Equity at Robeco and former medical researcher, present their views on the nature of the virus, its likely development and the risks for global growth. They discuss how these views are shaping the long-term investment strategy of the Fundamental Equities team.
Recorded Mar 3 2020 15 mins
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Presented by
Fabiana Fedeli, Global Head of Fundamental Equities at Robeco, and Richard Purkiss, Portfolio Manager Global Equity at Robeco
Presentation preview: Policy missteps could hurt markets more than the virus

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  • Channel
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  • The oil price slump and high yield’s fallen angels Recorded: May 14 2020 31 mins
    Joop Kohler, Client Portfolio Manager Fixed Income
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    I mercati azionari hanno visto il loro più grande sell-off dagli anni '30 a causa della crisi causata dal Covid-19, la quale ha portato molti investitori a diventare molto più selettivi. Gli Stati Uniti di solito sovraperformano durante le recessioni – un rallentamento globale è ormai inevitabile – ma i fondamentali dell'Asia settentrionale si stanno riprendendo più rapidamente. Quindi, gli investitori dove dovrebbero mettere il loro capitale, data l'incertezza che prevale?
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  • Title: Policy missteps could hurt markets more than the virus
  • Live at: Mar 3 2020 5:15 pm
  • Presented by: Fabiana Fedeli, Global Head of Fundamental Equities at Robeco, and Richard Purkiss, Portfolio Manager Global Equity at Robeco
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