IC Asset Managers (Ghana) Limited

Insights

CIO Letter – 2Q2020

  • Topic

  • Date

Refine By:
  • Topic

  • Date

CIO Letter – 2Q2020

Print Friendly, PDF & Email

As lockdowns ease, the chasm between market irrational exuberance and the high level of uncertainty
resulting from both the epidemiological and economic standpoint should unnerve long term investors.
Global markets have rallied sharply from the panic-fueled sell-off at the end of March 2020, but the
economic and pandemic reality underpins our argument for a defensive play instead of aggression.

Download PDF