Implications of COVID-19 on earnings, valuations and structural trends

Presented by

Luke Richdale, Stephen Macklow-Smith, Mark Ferguson, Howard Wang

About this talk

Assessing the opportunities and risks Our speakers will look at how long-term measures of value have improved and, most importantly for active investors, how the spread of valuations within countries and sectors has never been greater. In this environment, the need to differentiate through in-depth research, and the potential rewards of doing so, are heightened as structural trends already in place – from adoption of online alternatives to digital transformation – accelerate. We will also take the opportunity to look at the experience of China, which offers some unique insights into how other countries around the world may start to resuscitate their economies. As the world recovers, we believe strong corporates get stronger, while the focus of stakeholders, from consumers to regulators, on corporate behaviour will intensify. Don’t miss the chance to join our panel of senior equity investors, each with over 20 years’ industry experience, as they describe what they are seeing on the ground through our network of over 80 sector analysts covering 2,500 stocks globally. Speakers: Stephen Macklow-Smith, Senior Portfolio Manager, International Equity Group Mark Ferguson, Global Head of Research, Equities Howard Wang, Head of Greater China, Emerging Markets and Asia Pacific team Moderator: Luke Richdale, Investment Specialist Standard International Access +44 (0) 20 3003 2701 PIN: 8026636# France Toll Free 0805 630062 Germany Toll Free 0800 673 7933 Ireland Toll Free 1 800 932 993 Italy Toll Free 800 905 844 Netherlands Toll Free 0 800 022 4206 Spain Toll Free 800 300207 UK Toll Free 0808 109 0701 USA Toll Free 1 877 419 2272

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