Insights category - Markets economy
Markets & economy

Q&A: Understanding the economic context in which we must invest

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?

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