As investors, we must understand the economic consequences of COVID-19 and the impact on different asset classes. Grant Pitt, joint head of Institutional Client Services at Allan Gray, facilitated a Q&A session during a recent webinar with Allan Gray portfolio managers Sandy McGregor and Londa Nxumalo, looking specifically at the economy and bond investments. Watch the 17-minute video below for answers to some of the questions posed after the presentations.
You can view the presentations here:
The monetary and fiscal response to the COVID-19 crisis
Do bonds offer opportunity in a post COVID-19 world?